Transferring your investments

One home for all your investments

The HL Vantage Service gives you the opportunity to bring all your ISAs, pensions, funds and shares into one, easy to manage place. It puts you in control of your investments and saves you time by allowing you to view all your holdings together in an instant.

Every 6 months you will receive a clear statement of all your holdings and their performance, plus our secure website gives you access to your portfolio any time day or night.

Save money every year on your funds

When you transfer to the Hargreaves Lansdown Vantage ISA or fund account you could save money every year on fund charges with our loyalty bonuses of up to 0.5%. Use our loyalty bonus calculator to find out how much you could save by transferring the funds you currently hold. Please note, loyalty bonuses are not available in the Vantage SIPP.

What’s more, there’s no charge to buy, sell or switch between funds and savings of up to 5.5% on initial fund charges could instantly save you as much as £275 on a £5,000 fund investment.

You’ll also benefit from:

• Subscription to our Investment Times magazine and access to the latest investment research
• Low cost share dealing
• Wide investment choice, including funds, shares, investment trusts, corporate bonds, gilts
• Ability to place fund and share deals online
• Competitive rates of interest on cash held in your accounts
• A friendly and experienced helpdesk on-hand to answer your questions

Transferring your ISAs, funds, pensions or shares you hold into the Vantage Service is easy. Simply complete the appropriate transfer form, return it to us and we do the rest.