Transfer an ISA
There can often be good reasons for transferring ISAs from one provider to another. These could include disappointing results, high charges, and perhaps one of the most important these days, the ability to choose from a wide range of investment funds.
This last point assumes even greater importance when you are looking to invest for the long term, knowing you will want to switch between different investments over time, to meet your changing needs.
For these specific requirements we usually recommend using a provider which enables us to use the funds of a number of different investment houses and fund managers, so we can switch investments easily between funds and fund managers, while still keeping the investments within the tax free wrapper of the ISA.
If you need help in deciding whether you wish to transfer your ISA please get in touch and we'll try to assist. It is not necessary to transfer your ISA to enable us to look after your investments in the future, we can just arrange a change of agency, which doesn't cost you anything.
Regulatory Information
Unless you ask us to, we will not be recommending any particular investment fund(s), you will be making your own investment decisions and we will not be providing any advice about the suitability of the funds you choose. Please ask us for advice if you are unsure as to the suitability of any particular investment.
When considering investments past performance is not a guide to future returns, which are not guaranteed. The value of investments and the income from them will fluctuate and you may not get back the full amount invested, particularly in the short term.
By following the links to other websites, you are leaving our regulated website and we cannot be responsible for information contained in the linked pages. Fidelity are also regulated by the Financial Services Authority.
Should you decide to do so, you can transfer an existing stocks and shares ISA quickly and easily and choose from the excellent, wide range of funds offered by Fidelity Fundsnetwork
Transfer an existing ISA to FundsNetwork
