What happens if my investment can’t be transferred?

If any assets can’t be transferred to us, either because your current provider is unable to move them ‘as is’ or we’re unable to accept them, we’ll sell any investments that can’t be transferred and the proceeds will be transferred as cash instead.

If you’re unsure about any particular investments you hold, it’s a good idea to check with your provider and with us before you arrange a transfer.

Before transferring your investments, find out about any charges, exit penalties, benefits you may lose or investments that you can’t transfer to us. More on transferring