Transfer your investments now

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.

Before you transfer, please read the key features, terms & conditions and important investment notes.

The website and online management are excellent. I also appreciate the Investment Times. HL feels honest, efficient and extremely well organised, and I have therefore transferred all my investments to my vantage account.

Thomas Moorcroft, Lancashire
Download a transfer form Request a transfer form by post

ISA transfers

More about the Vantage ISA
Download an ISA transfer form Request an ISA transfer form by post

Fund transfers (outside an ISA)

More about the Vantage Fund Account
Download a Fund Account transfer form Request a Fund Account transfer form by post

Share transfers

More about the Vantage Share Account
Download a Share Account transfer form Request a Share Account transfer form by post

Pension transfer

More about the Vantage SIPP
Download a SIPP transfer form Request a SIPP transfer form by post