Transfer your existing investments
What would you like to transfer?
Frequently asked questions about transferring
Simple transfers usually take 5 weeks to complete but complex transfers may take longer.
If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.
What you need to do
- Complete our certificate transfer form (PDF, 47KB) and a Crest transfer form (PDF, 39KB).
- Sign your completed forms and then post them to us (with your share certificates).
The Stock Administration Department
IWeb Share Dealing Limited
Lovell Park Road
- We can only transfer stock where the name on the certificate matches the name on the account.
- We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.
Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.
How long does it take?
Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.