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Discount broker change
bigadaj
Posts: 11,531 Forumite
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.
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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.0
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