Consolidate all your investments into one place to make life easier!
Keeping track of your investments can often be very time consuming. Our site allows you to consolidate all your funds and investment administration in one place, while remaining invested with different fund providers.
Once you have transferred your funds to our service you’ll be able to:
To find out more about how you can transfer your pension(s) and other investments to Investor Profile check out our Services.
To get started with transferring your ISAs and Unit Trusts today simply follow the steps below.
Step 1: Click on the appropriate link below.
Step 2: Complete the form electronically including your Discount Code in Section 1 (Intermediary Authorisation Code) 244045.
Step 3: Then just print off the form, sign it, and post it to us: Investor Profile, 230 Acre Lane, Northampton, NN2 8DX
We will then complete the remainder of Section 1 for you to ensure your application gets processed correctly and your full discount is applied. You will receive written confirmation that your funds have been re-registered and you will be provided with your unique client reference number and secure Login details to view your account.
Before making an application please make sure you have read and understood our Small Print, the Cofunds Key Features and individual fund Key Features and charges as appropriate, which are available for download by selecting your chosen fund for ISAs here and Unit Trusts here, as well as our own structure relating to Fees & Charges. By making an application you are agreeing to our Terms of Business. All investments should be regarded as for the long term as investment values can go down as well as up and you may not get back the amount invested.
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Are there any funds that cannot be re-registered?
The process of re-registration is simple. In the majority of cases, there is no need to sell and buy back funds, so you are never out of the market while the transfer takes place.
Most fund managers already offer this service and more are coming on board all the time. When you receive confirmation that your re-registration has been completed, you will be advised of any investments that Cofunds (the investment service provider) has been unable to process.
During the transfer process some companies require Cofunds to sell and buy back holdings. This may result in adverse market movements affecting your investment while the transaction remains pending. Please check with your provider to confirm any charges that might be applied and to ensure that you are fully aware of any cost or pricing issues which may affect your investment.
