Yes. You can transfer an account held with other providers into our GIA. When you apply, you will have the opportunity to instruct us to transfer your account from an existing provider. Upon this instruction, we will request for your existing holding to be sold and the proceeds of the sale transferred as cash. This cash will then be invested in your chosen portfolio(s). You will not have access to your Investment Champion GIA until the cash transfer is complete. Investment Champion does not charge you for transferring your account across however your existing plan manager may apply exit charges. Any transfer of an existing Account will need to be made in cash only.
You can close or transfer your account at any time. If you are closing your account, we can sell all your investments and pay the full amount, minus any charges, directly into your nominated bank account within five business days of when we receive the sale proceeds. Typically, the whole process may take up to ten days from the time we receive your instruction. If further income distributions are received after the account has closed, these amounts will be paid to you once all distributions have been received.
