Iii

Mat_P

Most of my funds have left HL now and a few have even turned up at II already!

Mildly curious - is it the norm for fund holdings at II to show percentage rises (or falls) but the £ profit/loss figure to resolutely remain at £0000 ?

sorcerer

le_loup wrote: »

Never, in my experience.
However, I've heard that their favourite clients do ... and get an "x" at the end of private messages.

Is favourite the same as the clients who have the most money invested :-)

gterr

Mat_P wrote: »

Most of my funds have left HL now and a few have even turned up at II already!

Mildly curious - is it the norm for fund holdings at II to show percentage rises (or falls) but the £ profit/loss figure to resolutely remain at £0000 ?

Hi there, You can edit some of the cells in iii's spreadsheets. Double click on the cell and put in the price you paid, press enter, then the rest will update.

le_loup

sorcerer wrote: »

Is favourite the same as the clients who have the most money invested :-)

Probably.
However, it could be if you're Scottish.


........ and if you're rich and Scottish, you get two Xs

xylophone

you get two Xs

Double X rated correspondence?:eek: With enclosed plain brown envelopes?:rotfl:

As one whose transfer completed in a mere(!) eight weeks or so, I feel that I must be amongst the called and the chosen - I'd feel even more favoured if the cash incentive had also appeared - or perhaps they mean within 28 working days......

xylophone

Update - the transfer of funds had completed by 27 March but a tiny cash balance did not reach the account until 11 April - apparently the cash incentive (even though it related entirely to in specie transfer of funds), will be paid within 28 days of 11 April........

darren72

My ISA/SIPP are still being transferred - I originally submitted the transfer towards the end of February.

However, the delays so far have been down to HL and not II - According to HL own admission. II have been very helpful so far - Lets hope that continues.

planteria

the shares in my trading account have now appeared, but not the little bit of cash. still no sign of my ISA or SIPP holdings.

le_loup

With bits and pieces of dividends etc., I have had to ask H-L to transfer cash to III three times. That's three separate times with different amounts of money. They have moved it, but only when asked.

planteria

received a letter re. my SIPP from HL today. i now need to complete a form and send it back to them.........i thought i was well beyond that stage