Transfer existing funds

Save money on the funds you bought previously

Most discounts happen only when you buy funds - not in the Vantage service. So if you already have funds it's not too late to start saving money. You’ll have the benefit of all your funds being in a single, easy-to-manage account and on many funds benefit from our annual loyalty bonuses of up to 0.5%.

I just wish that I had known about your company years ago. I feel that I am back in control of my investments with a lot of confidence because of the quality of the service you provide. Keep up the good work.

Mr Robinson, County Durham

Simply complete the Fund Account transfer form, return it to us and we’ll do the rest for you. You can transfer your holdings as stock or as cash.

If you are happy with your holdings then we suggest you transfer as stock. This is where your funds are transferred as they are. Almost all fund managers offer stock transfers but to check the terms of your current provider you can visit our discounts and savings section.

If you think it is time to make a change then we suggest you transfer as cash. You can indicate the fund(s) you would prefer on the transfer form and we shall arrange for your current holdings to be sold, the proceeds transferred and then reinvested within the Vantage Fund Account as soon as we receive them. Alternatively, we can hold the proceeds as cash for later reinvestment. If you transfer as cash please remember that you will be out of the market while the transfer takes place. This can work in your favour if the market falls but if it rises you will not benefit from any growth while you hold the cash.