Transfer now
Transfer your investments in three easy steps
Step 1 - Read the important information below
- In Vantage you make your own investment decisions.
- All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
- Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
- Before you transfer an ISA, fund or share please understand the risks and Terms & Conditions of your investment.
- The specific risks of any funds are detailed in the Vantage Key Features of the Vantage Fund & Share Account and ISA.
- Before you transfer a pension please understand the Vantage SIPP Key Features, Terms & Conditions and Important Investment Notes. You should also check whether benefits such as your tax-free cash entitlement are comparable with those offered by your existing pension and make sure you are aware of any penalties you may be charged, or any bonuses, guarantees or benefits you may lose by transferring.
- Tax rules can change and the reliefs depend on your personal circumstances. Once in a pension your money is not usually accessible until at least age 55, when up to 25% can normally be taken as a tax-free lump sum with the remainder made available to provide a taxable income.
Step 2 - Download or request your transfer application
Simply click the appropriate button below to download your transfer application form or request a form by post.
Use this application form if you wish to transfer existing ISAs to a Hargreaves Lansdown Vantage Stocks & Shares ISA.
Use this application form if you wish to transfer existing fund holdings held outside of an ISA to a Hargreaves Lansdown Vantage Fund & Share Account.
Use this application form if you wish to transfer existing shares held outside of an ISA to a Hargreaves Lansdown Vantage Fund & Share Account.
Use this application form if you wish to transfer existing pensions to a Hargreaves Lansdown Vantage SIPP.
Step 3 - Complete and return your application
It takes just a few minutes to complete the single page transfer application form. If you have any questions about the application you can call our Helpdesk on 0117 900 9000 and we'll be happy to help. Once completed simply return it to the freepost address shown on the form.
We'll write to you to confirm receipt of your application and contact your existing investment provider to arrange the transfer. There's nothing more you need to do - we'll be in touch as soon as your investments have been moved to your Vantage Account.