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 re-reg@cavendishonline.co.uk or call us on 03456 44 25 44.


How to carry out an 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.

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
    We will not be able to process your application unless we receive all three forms. 
 

News Update:

To request a re-registration pack call us on 03456 44 25 44 or email us