Threadneedle
Investments ISA and PEP Transfers
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.
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