The time it takes to complete the transfer of your investments from another provider to us can vary due a number of factors including:
- The type of investments that are being transferred. As a guide, cash only will take 2 weeks, equities 4-6 weeks, funds 6-8 weeks and foreign holdings 10-12 weeks. If you are transferring cash and investments, your cash will be transferred to us after your investments.
- The time it takes your current provider to respond to our requests
- All documentation needed by us or your current provider being completed correctly
- The possibility of you still having to pay fees to your current provider, including closure and administration fees.