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.
Can I transfer an existing account to the Investment Champion GIA?
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As with all investing, your money is at risk. The value of your investments can go down as well as up and you could get back less than you put in. Read more information about risk here. The tax treatment of your investment will depend on your individual circumstances and may change in the future. You should seek financial advice if you are unsure about investing.
Investment Champion is a trading name of Investment Champion Online Limited, registered in England and Wales, Company No. 08272073, registered office: 2 The Bourse, Leeds, West Yorkshire, LS1 5DE, and is an Appointed Representative of The Private Office Limited which is authorised and regulated by the Financial Conduct Authority FRN: 789482. Dealing and custody services are provided by Hubwise Securities Limited which is authorised and regulated by the Financial Conduct Authority FRN: 502619.
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