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Discount broker change

Wondered if anyone had any experience of transferring funds from chart well to Club finance on the Cofunds platform, should have reviewed this before really. I have around seventy grand in ISA oeics, mixture of trackers and actively managed funds, any comments gratefully received, well most anyway.

Comments

  • jimjames
    jimjames Posts: 18,940 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    If both are on Cofunds then it should be very simple and just a re-registration. I moved from Best Invest to Cavendish and it was one form to send off and that was it.
    Remember the saying: if it looks too good to be true it almost certainly is.
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