How to move investments to Cavendish Online if you ARE currently with Fidelity / FundsNetwork?

If you currently use Fidelity / FundsNetwork either directly or through another adviser/broker you are able to link your account to Cavendish Online to take advantage of our low charges.

How to apply?

If you are with FundsNetwork and want to move your investment so that Cavendish Online is your new agent please tick to confirm that you have read the Doing Business with Fidelity FundsNetwork and Fidelity Client Terms documents. Please save or print a copy of these documents.

  1. Complete our Change of Agency Form
  2. Complete our Client Declaration

Please send BOTH of the above forms to FREEPOST CAVENDISH ONLINE
We will not be able to process your application unless we receive both forms.