Heritage Financial Services: Transfers & Reregistration

We transfer and re-register PEPs, ISAs, OEICs and Unit Trusts. Follow the Quick Links to find the appropriate application form for your products(s)

Personal Equity Plans (PEPs)

Although PEPs have been succeeded by ISAs, many investors still hold monies, perhaps thinking that, as there is no longer any new monies going in, the market is no longer liquid. This is a misnomer – the transfer and re-registration of PEPs is a buoyant market. Many clients choose to take advantage of the modern income or growth funds, or simply to move to a PEP provider offering more competitive charges.

If you are thinking about re-registering or transferring your PEPs or ISAs have a look at the discounts we can offer through Heritage, if you are transferring something in the region of £30,000 you can expect to save approximately £1,000 simply by investing through us. If you are unsure as to which funds to pick, you can use one of the Heritage portfolios. Perhaps you would like us to look after your investments for you with our regular review service? If so, call or e-mail us and we will be happy to discuss your needs.

		Heritage Informer
Home ISAs OEICs & Unit Trusts Investment Bonds SIPPs Investment Transfer Investment Reregistration	Transfers & Reregistration We transfer and re-register PEPs, ISAs, OEICs and Unit Trusts. Follow the Quick Links to find the appropriate application form for your products(s) Personal Equity Plans (PEPs) Although PEPs have been succeeded by ISAs, many investors still hold monies, perhaps thinking that, as there is no longer any new monies going in, the market is no longer liquid. This is a misnomer – the transfer and re-registration of PEPs is a buoyant market. Many clients choose to take advantage of the modern income or growth funds, or simply to move to a PEP provider offering more competitive charges. If you are thinking about re-registering or transferring your PEPs or ISAs have a look at the discounts we can offer through Heritage, if you are transferring something in the region of £30,000 you can expect to save approximately £1,000 simply by investing through us. If you are unsure as to which funds to pick, you can use one of the Heritage portfolios. Perhaps you would like us to look after your investments for you with our regular review service? If so, call or e-mail us and we will be happy to discuss your needs.


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