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)?
How to apply?
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.