Transferring an ISA

A transfer could be appropriate for you if you hold funds in an ISA wrapper where: 

• the perfomance of the fund does not meet your expectations

• the fund is no longer appropriate to your needs

• the fund is available on our fund supermarket but not available via re-registration 

All the fund groups on the Cofunds platform are available for transfers.

Chartwell are renowned for offering incredible discounts to investors, we will: 

• Reinvest all our initial commission to discount any initial charges  

By transferring your ISA you will receive additional benefits too; you will:

• Be able to switch online between funds easily and cost effectively
• Be able to view your portfolio and get a valuation at any time over the internet
• Receive one consolidated 6-monthly valuation statement every May and November

• Have access to a cash reserve facility, whilst retaining your ISA status

ISA transfer discounts