Transfer your investments | The Share Centre

Please remember: Our website can help you make informed decisions, not provide personalised advice. If your investments fall in value, you could lose money.
Tax allowances and the benefits of tax-efficient accounts could change.

Transferring your investments

Transferring to The Share Centre is hassle-free and we'll give you up to £300 towards
any transfer costs

Transferring investments to us is easy:

  1. Choose an account below
  2. Download and return a transfer form
  3. Relax whilst we take care of the paperwork

If you would like to transfer your investments to a new Share Account or SIPP, please ensure that you open the account before returning your transfer form.

£300 towards your transfer costs

If you're transferring more than £1,000 of investments to us, we pay up to £300 per customer towards any transfer costs (excl. third party and custodial charges). Send us proof of the charges and we'll credit your account or send you a cheque.

How long will your transfer take?

It can take up to four weeks to process your transfer and you won't be able to deal whilst it's going through. Since the value of investments can fall as well as rise, please bear in mind that you may incur a loss of income and / or growth whilst the transaction is being completed.

Can I transfer cash?

If your account is held in cash at your existing broker, whether it’s an ISA or a nominee account, we would be happy to accept the transfer - just download the relevant forms and post them back to us. Please remember we don’t offer Cash or Innovative Finance ISAs.

Customer view

Customer view

Customer of the Share Centre, Gareth John, explains why he transferred his Share Account to us.

Mrs  W of The Midlands

Customer feedback

"I have found the Share Centre to be a very professional company providing a wealth of information and a marvellous range of investment opportunities. The company provide well resourced guidelines for investors."

Mrs W of The Midlands