Fidelity
Investments International ISA and PEP Transfers
Fidelity Investments International ISA and PEP Transfers
Many
investors, particularly those who have been investing in PEPs
for a number of years, could well have built up PEP portfolios
that are heavily weighted towards the UK or that no longer
reflect their investment needs.
Fidelity
Investments International’s PEP transfer service has
been designed to provide a straightforward and simple solution
to help investors develop an up-to-date and well-diversified
portfolio. Without any additional investment, a minimum of
paperwork and without affecting their annual PEP allowances,
investors can gain access to many of Fidelity’s top performing
funds.
The
key benefits of Fidelity Investments International PEP transfers
- The
opportunity to invest in PEPs that demonstrate greater growth
potential.
- Switch
the emphasis of PEP portfolios between growth or income
to reflect a change in investment needs.
- The
opportunity to invest in recent PEP developments that were
not available when initial PEP investments were made.
- The
chance for an investor to benefit from a broader spread
of investments.
- Consolidating
PEP portfolios for easier monitoring and management.
- No
loss of valuable tax benefits.
For further information on Fidelity Investments International
ISA and PEP Transfers visit the Fidelity Investments International
website.
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