Whether you are currently using another platform, are registered with a financial adviser / broker or hold investments directly
with a fund manager - moving to the Cavendish Online FundSupermarket can help you reduce your annual charges.

Cavendish Online do not charge a fee for moving accounts to us, neither do we charge an exit fee if you subsequently decide to move your account away from us. 

In addition there are no switching fees, no annual fees and no initial charges for our clients. More details on our fees can be found here.

 

How to move to us?


Please choose one of the following THREE OPTIONS:

 

OPTION 1 - You have an account with Fidelity that you would like to move to us:
 

 If you hold an account directly with Fidelity or with another intermediary linked to FundsNetwork, you can link that to Cavendish Online to take advantage of our low charges. 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 Form

Please send BOTH of the forms above to FREEPOST Cavendish Online

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

OPTION 2 - You are a new client and would like to move any Investments, ISAs or Cash ISAs to us that are not on the Fidelity platform
 

1. 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;
2. Click on 'My accounts' (top right of screen)
3. Click on 'Manage Investments'
4. Click on 'Transfer an account to Fidelity'
5. Follow the instructions and enter the transfer details.

  • You will need to know your existing account details  (who your Investment is current with and your account number)

You will need to tick below to apply:

  • I confirm that I have not sought or received any advice from Cavendish Online in relation to investing.
  • I also acknowledge Cavendish Online will not review any investment purchased. I have read the Doing Business with FundsNetwork document.

 

OPTION 3 - You already have an account with us and would like to move other Investments, ISAs or Cash ISAs to us​
 

1. Use the link below to login to Fidelity FundsNetwork
2. Click on 'My accounts' (top right of screen)
3. Click on 'Manage Investments'
4. Click on 'Transfer an account to Fidelity'
5. Follow the instructions and enter the transfer details

  • You will need to know your existing account details  (who your Investment is current with and your account number)

You will need to tick below to apply:

  • I confirm that I have not sought or received any advice from Cavendish Online in relation to investing.
  • I also acknowledge Cavendish Online will not review any investment purchased. I have read the Doing Business with FundsNetwork document.

Still need some help?
 

If you need more information please email us at admin@cavendishonline.co.uk.

We have answered some frequently asked questions below but if you need any further information or clarification please contact us on the email address shown above or call us:

03456 44 25 44




 

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