Are transfers between platforms allowed?

Transfers between platforms across all share classes, but not share class conversions, will now be allowed with immediate effect (10 July 2019). This includes where the receiving platform does not currently have access to the share class being transferred (they will be able to open a new account in that class to support the transfer).

This is intended to facilitate cross-platform transfers where there is no change to the beneficial owner. This supports investors by providing them with the freedom to move their investments between platforms.

Important information

Please be aware that this content is not personal advice and is for general guidance only. There may also be other FAQs that are relevant to you. We hope this information is useful.