Leaving HL without transfer charges

stphnstevey

Just bookmarking thread for later

gadgetmind

stphnstevey wrote: »

Just bookmarking thread for later

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[Deleted User]

Hi,

oooh, I'm excited, I feel a movement.

5 of my funds in cyberspace, between HL and II, first movement since middle of March, only another 10 to go and a couple of shares. :j

gowgowuk

week 8 into my ISA and Funds transfer from HL to III: 3 funds left on HL, 7 funds arrived at III and 14 are "in cyberspace" as you day, and have been for a week or two for some...

[Deleted User]

Hi,

there doesn't seem to be any way to check when they left HL.

gadgetmind

It does all seem to be a little piecemeal and random!

bossymoo

I think it depends on the fund managers really.

I've just checked and 3 have arrived at II all Blackrock funds. They are all still showing on HL platform too

However, I have a single Standard Life one missing that's not showing on either. Really glad I took screenshots lol.

One of the Blackrock funds was in my ISA but they've all just been placed in the trading account. I've sent a secure message offering my screenshots or two lists but I don't suppose there will be anywhere in their systems they could use / store that information.

I watch with interest. Wasn't expecting it so soon really, mines only been 4 weeks.

Having said that, I've 15 fund investments and cash to transfer so not on the home stretch yet...

gterr

I have a nasty (?) feeling that the cash associated with husband's ISA - which should have gone from HL to CSD - has actually been sent to iii. The cash associated with husband's Fund and Share account - which should have gone to iii - remained with HL until yesterday when, after repeated requests, they finally transferred it to iii. We have queried the missing ISA cash. CSD say it definitely hasn't arrived there. In their latest communication HL say they transferred the cash on 26th March - but are now being a little coy as to where, exactly, they have sent it!

Doctor_Who

gadgetmind wrote: »

It does all seem to be a little piecemeal and random!

I think that's putting it very politely.......complete shambles if you ask me! And to think if I hadn't complained about transfer fees I would have been charged several hundred pounds for the pleasure of waiting 10-12 weeks for a S&S ISA transfer that has only just completed and a SIPP transfer that hasn't even started!!

jiggy2

I had a regular monthly investment which fell after the transfer request went in. So say I already had a 1,000 units pre the monthly investment of 100. Only the 1,000 has gone across. The 100 has disappeared from HL but not appeared at Cavendish. So keep an eye out if you have any such investments which took place after the transfer form went in.

What is annoying is that there is no way of seeing on HL's website how many units I had as nothing appears in the transaction history. Did everyone take screenshots of their holdings?