Make sure you have the following information with you
- Debit card details (for a single payment)
- Bank or building society details (if you’re planning on setting up a regular savings plan)
Access a wide range of investment opportunities beyond your tax-efficient allowances.
Important information - please keep in mind that the value of investments can fall as well as rise, so you may get back less than you invest. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Unlike an ISA or pension, investments in this account are not held within a tax wrapper. Depending on your personal circumstances you may need to pay tax on your returns if they exceed your personal allowances.
Whether you’re saving for a special day, investing in your child’s future or building up a nest egg, we’ll help you to open your Investment Account, with as little or as much guidance as you need.
Having investments spread across multiple companies can be both time-consuming and costly. Bringing them together means less stress and less paperwork.
Our straightforward transfer process makes it easy to bring your investments together - just tell us where they’re currently held and we’ll take care of the rest.
It’s free to transfer and we’ll even cover any exit fees you may incur, up to a total of £500 per person ( T&Cs apply). Plus, if you apply to transfer by 6 Dec 2019 you’ll receive £20 to £1,000 cashback ( exclusions, T&Cs apply).
Find out more about transferring investments to Fidelity.
With more than 50 years’ experience we’ve already earned the trust of over one million UK investors.
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Enjoy low costs, no initial charges and no additional fees to switch or exit.
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This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.
Make sure you have the following information with you:
Make sure you have the following information with you:
In order to request exit fees re-imbursement you will be required to complete an exit fees re-imbursement form which you can download by clicking here, or request over the phone by calling us on 0333 300 3351.
Terms and conditions for re-imbursement of exit fees
This offer does not apply to any investments linked to an Adviser / Intermediary or third party.
Fidelity will reimburse the exit/redemption fees charged to a customer by their former provider/s when they move their investments (minimum of £1,000) to Fidelity Personal Investing, up to a maximum amount of £500 per customer.
An exit fee is an administration charge which is imposed by the former provider and arises directly as a result of processing the transfer or re-registration of the customer’s investments to Fidelity. Fidelity will not reimburse the customer for any loss of investment returns, loss of interest, dealing charges, penalties for transferring investments before their maturity dates or any other charges associated with your transfer or re-registration.
Where a re-registration or transfer is not possible and the customer chooses to sell their investments held through another provider and subsequently make new investment/s (minimum £10,000) through Fidelity Personal Investing, Fidelity will cover any account closure fees charged by the customer’s former provider (excluding any dealing charges) of up to £500 per customer. Fidelity will not cover any bid-offer spreads or any capital gains tax liability arising as a result of these transactions.
Exit and account closure fees reimbursement must be claimed within a 6 month period from date of transfer of the customer’s investments to Fidelity. Exit fees will be reimbursed for transfers and re-registrations and account closure fees will be reimbursed provided the conditions above are met. Products included: ISAs, Investment Accounts, EBS SIPP, Fidelity Personal Pension, Fidelity SIPP, Unit Trusts, OEICs, SICAVs, Exchange Traded Funds, Investment Trusts and Shares.
To qualify for the reimbursement, the fees from the customer’s former provider must have been triggered as a direct result of the transfer or re-registration to Fidelity Personal Investing, or the closure of an account where the customer has subsequently (within 6 months) invested at least £10,000 through Fidelity Personal Investing. If the customer is transferring investments to more than one provider from their former provider at the same time, Fidelity will only reimburse the fees which are incurred as a result of direct transfer or re-registration to Fidelity. Other fees or charges unconnected with the transfer will not be reimbursed.
The completed Exit Fee Reimbursement Form and documentary evidence of the charge will need to be provided in order for the exit fees to be reimbursed to the customer. To claim the reimbursement of any account closure fees, documentary evidence of the closure fee levied will need to be provided to Fidelity, along with confirmation that a minimum of £10,000 has been invested with Fidelity within 6 months of incurring such closure fee.
The documentary evidence referred to above, must be either a copy of the charge confirmation letter from the former provider or a statement showing the charge being deducted.
Payment will be made to the customer by BACS when a bank mandate is held on the account. Alternatively, payment will be made by cheque.
This Cash Back Offer (the “Offer”) is available when you apply to transfer your pension(s), ISAs or other investment account assets between 4th October 2019 and midnight on the 6th December 2019
*Re-registration is not available for some products on the Fidelity Investment Platform. For example, a number of offshore funds cannot be re-registered.
|Total transfer value||Cashback
|£10,000 - £24,999||£20|
|£25,000 - £49,999||£50|
|£50,000 - £99,999||£100|
|£100,000 - £149,999||£250|
|£150,000 - £399,999||£500|
|£400,000 - £499,999||£750|
|£500,000 or over||£1,000|
We promote pension transfer cashback offers on a regular basis. However it is important that you take enough time to decide whether transferring your pension to us is right for you. If you need more time and wish to qualify for the cashback offer, please wait until the next offer period.
Issued by Financial Administration Services Limited, which is authorised and regulated in the UK by the Financial Conduct Authority. Fidelity, Fidelity International, the Fidelity International logo and the F symbol are trademarks of FIL Limited.