Moving from another platform / broker / funds held with a Fund Manager

If your funds are currently on another platform or through another broker then you will be able to complete an ISA, OEIC or non-ISA investment fund re-registration (or complete a transfer) from these schemes into the Cavendish Online FundSupermarket to reduce your annual charges. If you hold funds directly with a fund manager you can also carry out this process. 

You should be aware that a few platforms levy exit charges to discourage you from moving.
Please click here for more details.

You will also be able to move your cash ISA by completing the ISA transfer forms below.

If you are currently using Fidelity FundsNetwork please click here


How to carry out an ISA / OEIC re-registration?

Please be aware that the re-registration process has recently changed and we will be adding the new process to the website soon. In the meantime please call us to go through this process.


How to carry out an ISA transfer (or Cash ISA transfer)?

If your fund is not available on our FundSupermarket then you would need to carry out a transfer. A transfer is where the existing fund manager encashes your funds and sends the cash to the Cavendish Online FundSupermarket for re-investment in your new chosen funds. Please be aware that you will be “out of the market” for part of the transfer process but this process will, in the majority of cases, be quicker than re-registration.

I confirm that I have read the Doing Business with Fidelity FundsNetwork and Fidelity Client Terms documents. Please save or print a copy of these documents.

How to apply?

  1. Complete the ISA Transfer Part 1 & Part 2
  2. Complete our Client Declaration
  3. Please send ALL these forms to FREEPOST CAVENDISH ONLINE
 

News Update:

From Monday 7th April 2014 the re-registration process has changed.

We will be updating the website soon but in the meantime please call us to go through this process.