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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.

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