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How do I transfer investments to an HL Fund and Share Account?

The fastest way to transfer an investment account is online. It is also possible to send us a transfer form in the post.

You’ll need the name of your account provider and your account reference to hand.

We don’t charge anything to transfer to us, but it’s a good idea to check if your provider charges exit fees.

How it works

  1. Apply to transfer and we'll contact your provider for you.
  2. Once your transfer has started, we'll update you on progress and tell you when everything arrives.
  3. You can start investing when you’re ready.

Find out more about transferring

Still need help?

Call us on 0117 900 9000

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