Transfer Your ISA
Let TQ Invest be your investment partner
Over your lifetime you will probably make investments through a number of companies, dare we say it, even our competitors, but it can be hard to keep track of what you have got and where you have got it.
To be a successful investor, you need to be able to keep track of your investments in order to make decisions about their performance. We also find it is better to have one port of call for your investments – and that’s where we can help.
By transferring the agency of your investments to TQ Invest, we can be on hand to help you with any queries you may have and can even contact investment providers on your behalf. You also get access to our discounts and choice of funds. But don’t worry all this means is that you are telling your provider that we are helping you to administer your investments. Your money stays invested with the provider and we don’t make any changes to your investment without your instruction.
You can make your investments even easier to administer by re-registering them onto a fund platform and, as a client you will be able to see any platform-based funds any time you like by creating an online account.
If you would like TQ Invest to help you administer your investments, please call our team on 0800 294 7221.
Re-registering your funds onto a platform can make your investments easier to manage.
Keeping your investment funds and Equity ISAs with different providers may appear to be the right thing to do in order to reduce risk. In reality all you are doing is making your investments harder to manage and creating a lot of work for yourself.
By re-registering your funds onto a fund platform through TQ Invest, you can make managing your investments simple, whilst keeping the protection your money has with different providers.
Re-registration may seem complicated but in fact it is quite simple and well worth the effort. When you re-register, you are simply ‘pooling’ the administration of your investments in one place; your money stays with the fund provider. Once you have re-registered, you can experience the benefits of being able to manage your investments in one place.