It is crucial that you keep a close eye on the performance of the funds that you hold within your ISA (or former PEP*). The best way to do this is to re-register or transfer your existing ISA holdings into the Chelsea FundStore, which will gain you a whole host of benefits including:
- A twice yearly top 350 fund review from Chelsea, giving your fund a Buy/Hold/Switch rating.
- Online access to your account, allowing you to monitor your ISA performance in minutes.
- Switching at 0% charge - you can quickly and easily move your under performing ISA online or via a simple letter of instruction.
If you would like to experience the benefits of moving your ISA to the Chelsea FundStore please complete an ISA re-registration form. These can be found within our literature page.
However, if you do not wish to take this course of action you can still transfer your ISA holdings to a new provider and benefit from our market leading discounts:
To transfer your ISA to a fund within the Chelsea FundStore please download this form.
If you wish to transfer to a fund provider directly then please call us for an application form on 0207 384 7300.
If you are unsure which funds to transfer or switch into, please take a look at our fund research.
Remember! All investments carry some risk. Before going any further, please read the Important Notice below.
You can no longer purchase a Personal Equity Plan (PEP). However, your existing ones will keep their tax-free status and become ISAs.
Past performance is not a reliable guide to future returns. Market and exchange rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. Chelsea Financial Services offers a direct offer/execution-only service. If you require individual investment guidance you should seek expert advice. Whilst we may draw attention to certain investment products we cannot know which of them, if any, is best for your particular circumstances and must leave that judgement to you. Nor can we accept liability to clients who purchase two ISAs in one fiscal year, or otherwise do not comply with ISA rules. Discounts are subject to receipt of commission and may be subject to change if commission levels are altered. Chelsea Financial Services is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Before investing it is important that you read our Terms and Conditions.
The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.
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