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Can I transfer investments to a linked account?

It is not currently possible to transfer stock from one Fund and Share Account to another online. You can instead request this by sending us a secure message from your online account.

Within your message, please confirm the linked account you would like the investment(s) gifted to along with the number of units/shares you wish to transfer. Please also confirm that you are gifting the holding to the linked account holder and once gifted you will revoke any further claim.

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