We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Moving dirty to clean
Options
ANGLICANPAT
Posts: 1,455 Forumite
Bad I know, should have all been done yonks ago , but we still have a few dirty ISA funds hanging around , all held direct .
Should get them onto a platform like maybe AJ Bell . Am I right in thinking that because dirty, the receiving platform will have to sell them all and repurchase in the clean version rather than being able to just convert them without selling ? I presume the procedure would be the same if I wanted to change the dirty fund to a different clean fund altogether ? I read that the change can take months , but that could turn out to be good or bad for value couldnt it ?.
PS Is a 'deal' the same meaning as a 'trade' in platform charges info ?
Should get them onto a platform like maybe AJ Bell . Am I right in thinking that because dirty, the receiving platform will have to sell them all and repurchase in the clean version rather than being able to just convert them without selling ? I presume the procedure would be the same if I wanted to change the dirty fund to a different clean fund altogether ? I read that the change can take months , but that could turn out to be good or bad for value couldnt it ?.
PS Is a 'deal' the same meaning as a 'trade' in platform charges info ?
0
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 351.2K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.7K Spending & Discounts
- 244.1K Work, Benefits & Business
- 599.2K Mortgages, Homes & Bills
- 177K Life & Family
- 257.6K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.1K Discuss & Feedback
- 37.6K Read-Only Boards