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Transfer to Vantage

Transfer and make your life easier

Holding your investments in one place can give you more time to enjoy the things you love

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Cash back

Important information
In Vantage you make your own investment decisions. Investments can go down in value as well as up so you could get back less than you invest. Before transferring, please ensure you won't incur excessive exit fees. If you are transferring a pension please also check you will not lose any valuable guarantees or benefits. If you are unsure if an investment is suitable for you, please contact us for personalised advice.

Why transfer to Hargreaves Lansdown?

What can you transfer?

  • Stocks & Shares ISAs
  • Junior Stocks & Shares ISAs
  • Cash ISAs
  • Funds
  • Shares
  • Pensions & drawdown

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Receive £20 to £500 cash back

Transfer £5,000 or more by 22 June 2016 and we will pay you £20 to £500. The money is a thank you from us and won’t come from your account. The more you transfer, the more you receive - see below. Terms apply.

To qualify automatically you must apply by 22 June 2016. However, if you need more time to decide please let us know and we will extend your deadline (by three months for ISAs, funds and shares, and six months for pensions). To request more time simply call our Helpdesk on 0117 900 9000 or email transferoffer@hl.co.uk with your full name and address.

You will receive your cash back after the offer closes and all your transfers complete. All we ask is you keep your account with us for at least a year. We may ask you to repay the cash back if you transfer away or close your account within that time.

Pensions, ISAs, funds and shares transferred to the Vantage Service qualify for cash back. Certificated share transfers do not qualify for cash back.

You transfer We pay you
£5,000 - £24,999 £20
£25,000 - £49,999 £50
£50,000 - £99,999 £100
£100,000 - £149,999 £250
£150,000+ £500

How to transfer

If you wish to transfer, simply read the Key Features, Terms & Conditions and Important Investment Notes. If transferring a pension also read the Common Transfer Declaration and Transfer Checklist (in the Key Features) and check you will not incur excessive exit fees or lose valuable guarantees or benefits. Pensions are transferred as cash, unless otherwise arranged. ISAs, funds and shares can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.

Transfer online

Transfer online

Available to existing clients with an online account

Transfer online

Transfer by post

Transfer by post

Available to new clients and all existing clients

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Telephone

It's free to transfer funds (unit trusts and OEICs) held inside or outside from an ISA from over 30 companies by telephone. Find out more

Watch our videos on how to complete a transfer form

What our clients say

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