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
NEW! How to carry out an ISA / OEIC re-registration?
Please be aware that the re-registration process has recently changed and is now a lot easier and a much quicker process. To request a re-registration pack please call us on 08456 44 25 44 or email email@example.com
How to carry out an ISA transfer?
How to apply?
From Monday 7th April 2014 the re-registration process has changed.
To request a re-registration pack call us on 08456 44 25 44 or email us