What to hold during in specie transfer?

badger09

dunroving said:

Albermarle said:

I'm hoping to wait for Fidelity's next "switch offer" periods, when they will reimburse switching fees charged by the outgoing platform (in this case HL). I haven't looked into the switching fees yet.

Fidelity will always reimburse fees incurred by switching to them , there is no fixed offer period.

You are maybe confusing it with the cashback offers they sometimes have for transfers , which are restricted to certain periods. For the amounts you are talking about , the cashback would not be very large . £50 max , maybe even only £20 ?

Thanks, I was planning to look into how much the cashback would be. I also hadn't twigged that Fidelity always reimburses transfer fees (not sure whether HL charges transfer fees).

HL have scrapped transfer fees 

dunroving

badger09 said:

dunroving said:

Albermarle said:

I'm hoping to wait for Fidelity's next "switch offer" periods, when they will reimburse switching fees charged by the outgoing platform (in this case HL). I haven't looked into the switching fees yet.

Fidelity will always reimburse fees incurred by switching to them , there is no fixed offer period.

You are maybe confusing it with the cashback offers they sometimes have for transfers , which are restricted to certain periods. For the amounts you are talking about , the cashback would not be very large . £50 max , maybe even only £20 ?

Thanks, I was planning to look into how much the cashback would be. I also hadn't twigged that Fidelity always reimburses transfer fees (not sure whether HL charges transfer fees).

HL have scrapped transfer fees 

Thanks, I just figured that out earlier. Seems my initial plan will work.