Transfer existing funds & shares

Bring all your funds and shares under one roof

Transfer them free to the Fund & Share Account with one simple form and take advantage of the best discounts, best service and best prices - you're in control and make your own investment decisions

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How you could save money

• Low cost share dealing
  Online dealing rates are £11.95 per deal and can be as low as £5.95 per deal for frequent traders. More about the charges »
• Free fund dealing plus market beating savings
  No dealing commission to buy or sell funds, and competitive annual management charges. Plus, initial savings of up to 5.5% on over 3,000 funds could save you as much as £550 on a £10,000 investment..

Plus these extra benefits

• Reduced paperwork
  Twice a year you'll receive a single valuation for your investments showing you, at a glance, what you hold.
• Easier to manage
  View all your investments in one account and place dealing instructions online, 24/7, on your smartphone, by phone or post.
• Revitalise poorly performing investments

  Choose from all the major investment groups including - Artemis, Fidelity, Invesco, Jupiter and many more. Invest in any combination of funds, shares, investment trusts, government and company bonds, and ETFs in one account.

  Remember, the value of investments can fall as well as rise so you could get back less than you invest.

How to transfer

To transfer, simply complete one transfer form, return it to Hargreaves Lansdown at the FREEPOST address on the form, and they'll do the rest of the transfer legwork for you.

Before you transfer, please read the Terms & Conditions of your investment. Generic risks are detailed in the Important Investment Notes. Specific risks of funds are detailed in the the Fund & Share Account Key Features. Please also be aware that some broker's charge exit fees and you should check these before you transfer.

Transferring shares
Whether you hold share certificates or shares with another broker all you need to do is complete one simple form. Please remember to return any share certificates and check with your existing broker about any exit fees.

Transferring funds
You can transfer your holdings as stock or cash.

If you're happy with your holdings - you can transfer as stock where your funds are transferred as they are. You won’t normally be able to make changes to your investments during the transfer. Almost all fund managers offer stock transfers but we recommend you check the exit terms with your current provider.

If you think it's time to make a change - you can transfer as cash. You can indicate the fund(s) you would prefer on the transfer form and your current holdings will be arranged to be sold, the proceeds transferred and then reinvested within your Fund and Share Account as soon as they're received.

If you're not ready to invest - you can hold cash and move back into the stock market when you feel the time is right. If you transfer as cash please remember you'll be out of the market while the transfer takes place. This can work in your favour if the market falls but if it rises you won't benefit from any growth while you hold the cash.

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