Scammers might also offer free pension reviews and the chance to release money from your pension early, which isn’t normally allowed before age 55 under current pension legislation. If in doubt, please seek independent financial advice. Before applying, please understand the risks and features of the HL SIPP. Past performance is not an indicator of future performance and since investments can fluctuate in value, you may get back less than you pay in. How do I transfer shares held with Equiniti?

Should I transfer 'as cash' or 'as stock'? It is also possible to transfer by sending us a form in the post. Equiniti Financial Services Limited is part of the Equiniti Group. For Invesco Perpetual, this is usually either seven or ten characters in length, with the seven-digit reference beginning with a 6 and the ten digit reference starting with 0006. Whilst our transfer team will chase the transfer regularly, we cannot guarantee any timescales. An Equiniti Investment account is an easy and efficient way to buy and sell shares, both online and over the telephone.

If you have an account with Fidelity, Cofunds, Legal & General or Invesco Perpetual then please make sure you have the following details: Please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. When you invest in the stock market, you need to strike a balance between risk and reward.

Whether you transfer as stock or cash any ISA wrappers will be maintained. How do I transfer shares held with Link (formerly Capita)? If you want to transfer your investments to another manager please contact them and ask them to arrange the transfer with us. If you are unsure of the suitability of an investment for your circumstances seek personal advice. Buy and sell a wide range of investments, with no annual investment limit. Assume 36 of the PWC Corporation shares purchased were sold for $30 per share and a fee of $25 was paid. Whether you transfer investments or cash, transferring doesn't count towards your ISA allowance. EQi is a digital investing platform for individual investors; allowing direct control. The specific risks of any funds are detailed in the Key Features. Where possible, we will try to request a pension transfer via the Origo Options system, which is an electronic transfer facility. agencies. The price obtained may be different from the price indicated. So, if transferring from a Stocks and Shares Junior ISA to another Stocks and Shares Junior ISA, the whole ISA must be transferred, as it is not possible to have two different Stocks and Shares Junior ISAs. We use cookies to personalise your experience on our website.

Investment fees come in many different forms, depending on the firm you choose and the type of account you open. If you are unsure of the suitability of an investment for your circumstances seek personal advice.

If you're unable to find what you're looking for, please do not hesitate to phone us on 0117 900 9000 or email us. Often fraudsters will attempt to make their ‘sales pitch’ as realistic and attractive as possible. You’ll need the name of your account provider and your account reference to hand. Please, The amount you have entered exceeds your trading balance. As any charges for online dealing commissions and funds platform fees are deducted from your custody fee, you might be able to reduce this fee to nil.

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It is also possible to transfer a Junior Cash ISA into a Junior Stocks and Shares ISA, and vice versa. For more information please view our SIPP charges or call our Helpdesk on 0117 980 9926. The VAT registration for Equiniti is 915967778. In order to establish whether we can help with any exit fees we require some information regarding the holdings you are looking to transfer. and any corresponding bookmarks? These scams tend to involve firms and/or investments which aren’t regulated by the FCA, so if you fall victim to them there may be no compensation available. Obtains access to the information in a personal capacity; Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services; Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body; Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so; Uses the information solely in relation to the management of their personal funds and not as a trader to the public or for the investment of corporate funds; Does not distribute, republish or otherwise provide any information or derived works to any third party in any manner or use or process information or derived works for any commercial purposes.