It couldn't be easier to transfer your holdings to the Chelsea FundStore and receive the many benefits this brings.
First complete a re-registration form. Upon receipt, we will return some forms for you to check, sign and return to us. Then simply sit back and leave the rest to us.
Re-registration is the transfer, as stock, of any of your existing funds that you hold directly with a fund provider onto the FundStore platform. Your funds are not sold, but merely registered under the FundStore umbrella (powered by Aegon), so you are not out of the market for any length of time. You can re-register both Investment ISAs and investment funds (unit trusts or OEICs held outside an ISA), as long as the funds you hold are available on the platform. The process is completely free of charge.
The process can take up to six weeks but you are never out of the market during this time. Income payments from distribution funds may be delayed during the re-registration process but will resume once the transfer is complete.
Please note that if you are paying into your ISA or unit trust/OEIC on a monthly basis you will need to cancel your existing direct debit mandate and set up a new one payable to Aegon.