If you have funds with a number of different fund managers, different platforms or through more than one broker you will be receiving separate statements from each company. Consolidation will bring all your funds into the Moneyworld Fund Supermarket.
Not only will you be able to see all your investments in one place but this also gives you the flexibility to switch funds and fund managers quickly and easily.
Once we’ve received the appropriate forms we can then start the consolidation process. You don’t have to contact your current investment companies, as we’ll look after the whole process, and best of all we won’t charge anything to arrange the transfer of your funds.
When you re-register a fund to us we simply take over its administration. Your money stays invested and your never out of the market during the process.
The fund that you wish to re-register will need to be available in our fund supermarket. The majority of popular fund managers and their funds are available.
In some cases once we have received the assets, they may need to be switched to an alternative share class. This can happen if, for example, we receive a bundled share class that is not available on our platform. Your assets would need to be switched into the clean share class. Those assets will normally be out of the market for up to 24 hours whilst the switch takes place.
Please read this very important document about re-registering your investments before you proceed – Re-registration: What you need to know.
You will also need to read the FundsNetwork Client Terms and Doing Business with FundsNetwork documents before deciding to transfer your investments to us.
If you would like to request a re-registration pack please call us on 01494 443806 or e-mail us at email@example.com.
You will only need to use this option if the fund you are currently invested in is not available in our Fund Supermarket.
You will need to choose new investment funds however your investment will not lose its ISA status.
It’s important to note that you will be ‘out of the market’ while the transfer process takes place.
You will need to read the FundsNetwork Client Terms and Doing Business with FundsNetwork documents before transferring your ISAs to us.
If you would like to request an ISA transfer pack please call us on 01494 443806 or e-mail us at firstname.lastname@example.org.