Unit trusts & OEICs

How to transfer your OEICs and Unit Trusts to us

The value of investments, and the income from them,
can fall as well as rise, and you may not get back the full amount you invest.

Sign a letter of instruction confirming the name(s) of the fund(s) you wish to transfer
Include a recent statement(s) from your Fund Manager(s) detailing your holding(s)
Complete the Asset transfer form (33kb PDF) and return to us along with your instruction letter and statement of holdings

Please note: You will need to complete and sign a separate Stock Transfer Form for each OEIC and/or Unit Trust you wish to transfer.

Need help? Call us on 0808 208 4400 Monday to Friday 8am to 6pm

Call us on
0808 208 4400

Typetalk
18001 0808 208 4400

Lines are open:
Mon to Fri 7.30am - 9pm, Sat 9am - 3pm,
(excl. public holidays).
Calls may be recorded