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Threadneedle Investments ISA and PEP Transfers

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Threadneedle Investments ISA and PEP Transfers

If your PEPs or ISAs no longer meet your needs, you should consider transferring to Threadneedle Investments. Provided you transfer your PEP/ISA investments directly into another PEP/ISA eligible fund they retain their tax-free status. You should speak to your financial adviser if you are unsure which investments may be right for you.

Why transfer?

• The performance of your investment is disappointing over the medium to long term
  
• Your investment needs have changed
  
• Your attitude to risk has changed
  
• The management charges you pay seem too high
  
• Your investments now look old fashioned and no longer suit modern investment conditions

Transferring to Threadneedle Investments:

• Transfer your existing PEPs & ISAs directly to Threadneedle Investments, while still retaining their tax-free status
  
• Choose from 35 eligible PEP/ISA funds
  
• Speak to your financial adviser to find out how simple it is to transfer

Important considerations

• If markets rise during a period when a transfer remains pending, this may lead to loss of income or capital growth
  
• The value of investments can fall as well as rise and past performance is not a guarantee of future performance
  
• Transferring your investments between managers may involve charges (that would not be incurred if the investment was not being transferred)

* Medium to long term means 5 to 10 years

For further information on Threadneedle Investments ISA and PEP Transfers visit the Threadneedle Investments website.