Transfer your Investment
You can set up your online account and start the transfer process by following the instructions below:
How to transfer?
- Use the link below to register with Fidelity FundsNetwork using the Cavendish Online agency to lower your charges. After the account has been set up;
- Click on 'My accounts' (top right of screen)
- Click on 'Manage Investments'
- Click on 'Transfer an account to Fidelity'
- Follow the instructions and enter the transfer details.
You will need the following:
- You will need to know your existing account details (who your Investment is current with and your account number)