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Transfer investments to the HL Fund and Share Account

Investments to HL

Get more choice, clarity and control

Transfer now

Save time and money

See and deal all your investments in one, secure place, 24/7, online and on-the-go with the HL app. If you'd prefer a person, our Bristol-based helpdesk is on hand.

It's free to hold shares in the Fund and Share Account. Share dealing costs a maximum of £11.95 per UK deal online. We offer a low-cost reinvestment service. For funds, there's no dealing charges and a maximum annual charge of 0.45%.

View a full list of our charges

What you can transfer

  • Funds
  • UK and overseas shares
  • Corporate and government bonds
  • Investment trusts
  • Exchange Traded Funds (ETFs)

Transfer to a Fund and Share Account

Here's how transferring works:

  1. You apply to transfer
  2. We contact your provider and start the transfer
  3. We keep you updated with progress
  4. We tell you when everything arrives
  5. When you’re ready, you start investing

Transfer investments

The fastest way to transfer investments to a Fund and Share Account is online.

Or you can send us a transfer form in the post.

Easy site to use, easy to contact customer services if needed.

MR RUSSELL, Brighton

Very professional and quick service.

MISS COLLINS, Hillsborough