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Iii

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  • Does anyone know how to see when the next quarterly fee is due?

    The fee payments staements are blank and all the secure messages have disappeared.
  • anselld
    anselld Posts: 8,642 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    bart999 wrote: »
    Does anyone know how to see when the next quarterly fee is due?

    The fee payments staements are blank and all the secure messages have disappeared.

    12th January
  • Alexland
    Alexland Posts: 10,183 Forumite
    10,000 Posts Seventh Anniversary Photogenic Name Dropper
    Before reading these threads I had expected to open an II account in 2018 to continue spreading my investments across the financial services industry but I am now giving them a wide berth of several years until someone has anything good to say about them.
  • JohnRo
    JohnRo Posts: 2,887 Forumite
    Tenth Anniversary 1,000 Posts Combo Breaker
    I'm still waiting for a cheque to arrive for dividends which should have credited in mid and late December, their email alleges that a cheque will be sent soon after they're paid, so just how 'soon' that is hasn't materialised yet.

    Why they can't just forward the dividend payments to the same place as the account transferred to, as part of the process, and retain the ISA wrap on them is beyond me.

    Smacks of gaming (ex)client accounts, a small price to pay to be shut of them.
    'We don't need to be smarter than the rest; we need to be more disciplined than the rest.' - WB
  • TheTracker
    TheTracker Posts: 1,223 Forumite
    1,000 Posts Combo Breaker
    Alexland wrote: »
    Before reading these threads I had expected to open an II account in 2018 to continue spreading my investments across the financial services industry but I am now giving them a wide berth of several years until someone has anything good to say about them.

    I’ve been with them 5 years with not a single issue. Trades executed, deposits credited, accurate holdings, good website availability, ok mobile app. I’m sure 95%+ of the complaints on this thread are accurate, but nearly all seem to be about dividend payments, changes of circumstance, drawdown, etc. If you have simple needs as I do - fund and trade and years from retirement - then you should analyse suitability on that basis.
  • Linton
    Linton Posts: 18,155 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    I agree with Tracker having had an ISA with ii for 8 years. The only problem in that time was with pay away of dividends which sometimes didnt work a few years ago. However, that is history. It has been working well since and appears to be OK with the new platform. The change to retain the transaction charge credit beyond 3 months will be a useful benefit for me.
  • xylophone
    xylophone Posts: 45,609 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    My Isa is still in process of transfer from II to iWeb (began the process 31 October). The actual reregistration process (funds disappeared from II) began 27 November. Four OIECs were involved.

    The dividends due end December on three of the funds would have gone to II and despite assurances from II, they have not yet been received in iWeb.

    Reregistration of one of the funds completed 29 December (before record date for January) so that dividend should go direct to iWeb.

    However, the record date for the other three was missed so that the dividends payable January/February will also go to II.

    That an in specie transfer of four bog standard large funds can take this length of time beggars belief - intolerable really.
  • Alexland
    Alexland Posts: 10,183 Forumite
    10,000 Posts Seventh Anniversary Photogenic Name Dropper
    xylophone wrote: »
    That an in specie transfer of four bog standard large funds can take this length of time beggars belief - intolerable really.

    Somewhere someone isn't giving it priority. I was amazed how long it took to move my SIPP from YouInvest to Halifax SD given my contacts on both sides worked in the same AJ Bell building.
  • xylophone
    xylophone Posts: 45,609 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    Somewhere someone isn't giving it priority

    The customer is never right.... ( or deserving of a timely and efficient service)?:mad:
  • JohnRo
    JohnRo Posts: 2,887 Forumite
    Tenth Anniversary 1,000 Posts Combo Breaker
    xylophone wrote: »
    The customer is never right.... ( or deserving of a timely and efficient service)?:mad:

    II are fine.. if they don't have to do anything much.
    'We don't need to be smarter than the rest; we need to be more disciplined than the rest.' - WB
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