Moving from another platform, broker or funds held directly with a fund manager
If your funds are currently on another platform, through another broker or held directly with a fund manager then you will be able to move them to the Cavendish Online FundSupermarket to reduce your annual charges.
If you have an ISA account you will be able to either Re-register or ISA Transfer these to us.
If you have a non-ISA/Investment/General Investment Account you will be able to Re-register to us.
A brief summary of the difference between a re-registration and an ISA transfer is as follows;
Re-registraton - if the funds that you are looking to move to us are available on our platform these will be moved 'in-specie' and you will not be 'out of the market' while your account is moved.
ISA Transfer - your existing ISA account will be cashed in and the proceeds, which will remain within the ISA tax wrapper, will be transferred to us. You will be able to specify which fund(s) you wish the proceeds to be invested in on the ISA Transfer paperwork.
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 and you want to link that account to Cavendish Online please click here
How to carry out an ISA / non-ISA re-registration?
To request a re-registration pack please email email@example.com or call us on 03456 44 25 44.
How to carry out an ISA transfer?
How to apply?
To request a re-registration pack call us on 03456 44 25 44 or email us