Transferring investments

• Leaving us
  • How do I transfer to another company or provider?
  • Are there any exit fees if I transfer my investments away from Fidelity?
  • Can a stocks and shares ISA be transferred to a cash ISA?
  • Can I transfer out of the Fidelity SIPP?
  • Can I transfer my investments from Fidelity to another company?
  • Will transferring my investments away from Fidelity make me liable for Capital Gains Tax?
  • Will I lose my cashback payment if I transfer out?
• Transferring shares
  • How do I transfer shares?
  • Can I transfer my share certificates to you?
  • Can I use my share certificate to fund my ISA?
  • Can I transfer shares?
  • Do you charge for transferring shares?
  • How long does it take to transfer shares to you?
  • What shares can I transfer?
  • Do I still have shareholder rights if I transfer to you?
  • How do I move from a joint account into a single account?
  • Can I transfer my 'Save As You Earn' scheme to you?
  • What is a Stock Transfer?
  • Do I need to submit any further forms with the stock transfer application?
  • How do I open a new uncrystalised pension account to transfer into?
  • Can I transfer shares to Fidelity that are not held in sterling?
• Transferring to us
  • What are the Fidelity ISA transfer rules?
  • When can I transfer my ISA?
  • Will my ISA retain its tax benefits if I transfer it to or from Fidelity?
  • What is a cash transfer?
  • Can you transfer a cash ISA to stocks and shares ISA?
  • What investments can I transfer into Fidelity?
  • How do I transfer a SIPP to Fidelity?
  • Can I transfer my investments into Fidelity?
  • How long does a transfer into Fidelity take?
  • Can you transfer an ISA to another person?
  • What types of accounts are available for transfer / re-registration?
  • Do you accept partial transfers?
  • Can I transfer a Child Trust Fund to a Stocks and Shares Junior ISA?
  • Can I transfer a Junior ISA to Fidelity?
  • How can I track my SIPP transfer?
  • Can I apply to transfer my pension?
  • Will transferring my investments to Fidelity make me liable for Capital Gains Tax?
  • Will my investments remain in the market whilst it is going through a transfer?
  • How long will it take to get my cashback payment?
  • Do you charge for transferring my investments to Fidelity?
  • Which of my holdings will be switched as part of a transfer?
  • How can I track the progress of a pension transfer?
  • Can I transfer a pension to you that is already in drawdown?
  • I have a defined benefit pension valued under £30,000. Can I transfer this to you without taking financial advice?
  • I want to transfer my defined benefits pension to Fidelity. Do you offer transfer advice?
  • What happens if Fidelity don't hold a particular investment that I own?
  • How long does a pension transfer take?
  • Why is my instruction going to be processed manually?
  • Can I request a partial transfer for my pension?
  • How long does a re-registration or cash transfer take?
  • Can I invest more money whilst a transfer is taking place?
  • Can you accept a transfer of paper shares?
  • What paperwork will I need to complete for my pension transfer?
  • What can sometimes delay a transfer or re-registration?
  • Will future dividends be transferred from the other plan manager?
  • Where can I check the progress of my transfer?
  • I am currently transferring my Investments to you and one of the funds is suspended; will this go through?
  • Will my pension transfer request be processed electronically?
  • What do I need to do if I am using a third-party adviser to provide me with pension transfer advice?
  • Do I need to contact the OPM to initiate transfer?
  • Can I place any deals while a transfer is being processed?
  • What are safeguarded benefits?
  • How do I apply for a defined benefit transfer?