How do I transfer my unit trust holding to another person or trust in the same fund?
To transfer your holding to another existing holding within the same fund we simply require you to complete a Transfer Request, or write to us, quoting the unit holder number of both holdings with details of the amount to be transferred. If you wish to transfer to a new holding we will also require a completed application form for the new holding. If we already hold identification for the investors in the new holding there is no need to provide that identification again. There will be no fees charged for a transfer between holdings.