Dear all, I have. ISA and SIIP in various active and passive funds including ETFs with HL valued at 150K. I’ve been with HL close to 30 yrs and generally satisfied. If I were to transfer my investments to Invest Engine which has no platform charges, will I have to sale my each fund (about 25) and then transfer the cash or can funds be transferred without selling them? Many 
The ETFs normally would move “In specie”, without having to sell; they did with mine.
The active funds (unit trusts/investment trusts) cannot be moved into this platform.
why not Initiate a part transfer of the ETFs at least; you can always cancel it within 14 days if you are unhappy for whatever reason.
Thanks. Will do.
Does any platfom do ‘in spacie’ transfer for all active/passively manageged UT/funds in ISA/SIPP at all?
I have quite a few with HL which I am hoping to transfer out.
Thanks.
Someone replied to your post.
| Toolmaker
20 February |
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The ETFs normally would move “In specie”, without having to sell; they did with mine.
The active funds (unit trusts/investment trusts) cannot be moved into this platform.
why not Initiate a part transfer of the ETFs at least; you can always cancel it within 14 days if you are unhappy for whatever reason.