What kind of account can I transfer?
We are able to accept ISA or nominee accounts that hold solely unit trusts and OEICs from the following providers:
- AJ Bell trustees
- AXA IM UK Limited
- AXA Portfolio Services Ltd (Elevate)
- Aberdeen Fund Managers Limited
- Aegon Investment Solutions Limited
- Alliance Trust Savings Limited
- Allianz Global Investors GmbH UK Branch
- Amber Financial Investments Ltd
- Architas Multi-Manager Limited
- Artemis Fund Managers Limited
- Aviva Investors UK Funds Limited
- Aviva Wrap UK Limited
- BNY Mellon Fund Managers Limited
- Baillie Gifford & Co Limited
- Barclays Direct Investing Nominees Limited
- Barclays Stockbrokers
- Baring Fund Managers Ltd
- Bestinvest (Brokers) Limited
- Blackrock Fund Managers Limited
- Cavendish Asset Management
- Charles Stanley & Co Limited
- City Financial Investment Company Limited
- Close Asset Management (UK) Limited
- Cofunds Ltd
- EdenTree Investment Management
- Equiniti Financial Services Limited/Selftrade
- F&C Fund Management
- Fidelity International
- First State Investments (UK) Limited
- Franklin Templeton Fund Management Limited
- Fund Partners - FP Argonaut Funds
- Fund Partners - FP CRUX UCITS OEIC
- Fundsmith LLP
- Fusion Wealth Limited
- Gerrard Investment Management Limited
- HSBC Trust Company (UK) Limited
- Henderson Investment Funds Limited
- Interactive Investor Trading Limited
- Invesco UK Limited
- Investec Fund Managers Limited
- Investment Fund Services Ltd
- Investment Funds Direct Limited (Ascentric)
- JPMorgan Asset Management (UK) Limited
- Jupiter Unit Trust Managers Limited
- Kames Capital Plc
- Lazard Investment Funds
- Legal & General Investments
- Legg Mason Investment Funds Limited
- Liontrust Fund Partners LLP
- M&G Securities
- M&G Securities-MyM&G D2C Platform
- Majedie Asset Management Ltd
- Man Fund Management UK Ltd
- Margetts Fund Management Ltd
- Marlborough Fund Managers
- Neptune Investment Management Limited
- Novia Financial Plc
- Nucleus Financial Group Limited
- Nutmeg Saving & Investment Limited
- Old Mutual Investment Management Limited
- Old Mutual Wealth Limited
- Parmenion Capital Partners LLP
- Pershing Securities Limited
- Premier Fund Managers Limited
- RLUM Ltd
- Rathbone Investment Management
- Rathbone Unit Trust Management Limited
- River & Mercantile Asset Management LLP
- Royal London Unit Trust Managers Limited
- SVM Asset Management Ltd
- Sarasin & Partners LLP
- Schroder Unit Trusts Limited
- Share Centre
- Standard Life Investments (Mutual Funds) Limited
- Standard Life Savings Limited (Fundzone)
- Standard Life Savings Limited (Wrap)
- Sterling
- TD Direct
- Thesis Unit Trust Management Ltd
- True Potential Investments LLP
- Unicorn Asset Management Limited
- Vanguard Asset Management Limited
- Zurich Intermediary Platform
Important: You must be an existing Hargreaves Lansdown client with online access to your HL account to use our telephone transfer service. We can only take instructions to transfer investments into a sole account in your name, and we need to speak to the account holder.