Halifax
ISA and PEP Transfers
Halifax ISA and PEP Transfers
Halifax
PEP & ISA Transfers
By
transferring your PEP and/or ISA to Halifax it is possible
that you may benefit from increased access to your account
via their online dealing service and also their telephone
opening hours. These may differ from the hours operated by
your current manager.
Before
instructing any transfer you should examine all costs/charges
in connection with the operation of your PEP and/or ISA. Certain
elements of Halifax products may be priced differently than
those of your current manager.
Transfers
of PEPs and/or ISAs between managers may take several weeks
to complete. You should be aware that you might be unable
to deal for a period whilst the transfer is pending.
There
is the potential for a loss of income or growth following
a rise in the markets whilst the transfer is in the course
of being completed.
Your
current manager may impose exit charges and other costs associated
with the transfer and you should ascertain to what extent
you would be required to pay prior to instructing any transfer
to Halifax.
There
are no initial set up charges to pay in respect of the Halifax
PEP or ISA products.
Your
current manager may allow transfers to other managers but
only in the form of cash. Prior to instructing any transfer
you should ascertain whether or not this would apply as you
may suffer losses as a result of buying back the shares, units
etc. sold.
For
further information on Halifax ISA and PEP Transfers visit
the Halifax website.
|
