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My current provider charges exit fees, can you help with these?

In order to establish whether we can help with any exit fees we require some information regarding the holdings you are looking to transfer. We need to know:

  • Whether the investments are held inside or outside an ISA
  • The number of holdings
  • Approximate value of shares
  • Approximate value of funds
  • Approximate cash balance

Once you have this information to hand you are able to contact our Helpdesk: 0117 906 7816, and we will let you know whether we can contribute towards your exit fees.

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