How do I switch funds?

Once you've logged in:

  • Click View Account on the account you wish to switch funds on
  • Click Actions (Top right of screen)
  • Select Fund switch
  • Enter the amount (£ or %) you want to sell from each investment(s) and click Next
  • Enter the % amount you want to reinvest into any existing investment(s) and/or click to add another investment (Important - the allocation must total 100%)
  • Tick the box to confirm that you've read the Key Information Documents (KID) for each investment and click Next
  • Check your instructions are correct, tick to indicate your agreement to the declaration and click Confirm

On receipt of the instruction, the deal will be placed at the next valuation point.

A contract note will be sent to you the next business day after the valuation point through post.