We’re transferring your investment(s) to Fidelity
Your investment(s) will be transferred to Fidelity (Financial Administration Services Limited) on 16 October 2021 (the Transfer Date).
Please inform any other individual(s) who have decision-making authority for the investment(s) about this important information.
You do not need to take any actions and we will take care of the transfer arrangements. However, please be aware that both prior to, and during, the transfer of your investment(s) to Fidelity, there will be a period when the availability of some of the services you would normally expect will be limited, such as making certain transactions and instructions. This is because of the activities we need to complete during this period, in order to safely move your account and assets to Fidelity. See Important documents and read PARTS 2 and 3 of ‘You’re transferring to Fidelity’ booklet for full details.
Your investments will be one or more of the following:
ISA, Junior ISA, Investment Account, Cash ISA, Matured Fixed Term Deposit Investments and Matured Fixed Term Investments
As you regularly invest by Direct Debit Instruction, you should be aware of some changes to the collection of your contributions:
- If your regular investment is due to be collected before 9 October 2021, your payment will be collected and invested as normal.
- If your regular investment is due to be collected on or after 9 October 2021, your payment will not be collected.
- You may wish to consider making a one-off payment to cover the missed regular investment. You can make this payment to us by
11 October 2021.
Following the successful transfer of your investment(s) to Fidelity, we will cancel your Direct Debit Instruction with Legal & General. As our records show that, your primary residence is overseas, you will no longer be able to make regular investments until you move back to the UK.
*Open Monday - Friday 9am-5pm (British Summer Time). Call charges will vary. We will record and monitor calls.
Please have your client number to hand when you call.
**Please be aware that email isn’t a secure method of communication and we cannot accept an instruction to sell your investment(s) by email.
Please note that this helpline is for questions about the proposed transfer to Fidelity only. If you have any questions other than about the proposed transfer, please contact the customer services team in the usual way (see the contact details shown on your previous correspondence or contact us here.
Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest. Tax rules may change in the future and their tax advantages depend on your individual circumstances.