Transfer your ISA

Let TQ Invest be your investment partner

Over your lifetime you will probably make investments through a number of companies, dare we say it, even our competitors, but it can be hard to keep track of what you have got and where you have got it.

To be a successful investor, you need to be able to keep track of your investments in order to make decisions about their performance. We also find it is better to have one port of call for your investments – and that’s where we can help.

By transferring the agency of your investments to TQ Invest, we can be on hand to help you with any queries you may have and can even contact investment providers on your behalf. You also get access to our discounts and choice of funds. But don’t worry all this means is that you are telling your provider that we are helping you to administer your investments. Your money stays invested with the provider and we don’t make any changes to your investment without your instruction.

You can make your investments even easier to administer by re-registering them onto a fund platform and, as a client you will be able to see any platform-based funds any time you like by creating an online account.

If you would like TQ Invest to help you administer your investments, please call our team on 0800 294 7221.

Re-registering

Re-registering your funds onto a platform can make your investments easier to manage.

Keeping your investment funds and Equity ISAs with different providers may appear to be the right thing to do in order to reduce risk. In reality all you are doing is making your investments harder to manage and creating a lot of work for yourself.

By re-registering your funds onto a fund platform through TQ Invest, you can make managing your investments simple, whilst keeping the protection your money has with different providers.

Re-registration may seem complicated but in fact it is quite simple and well worth the effort. When you re-register, you are simply ‘pooling’ the administration of your investments in one place; your money stays with the fund provider. Once you have re-registered, you can experience the benefits of being able to manage your investments in one place.

Clarity

Receiving statements from your different fund providers can be hard to manage, especially if they come at different times of the year. By re-registering your investments you can see the value of your investment funds in one place, online, 24 hours a day, 7 days a week. You will also receive a single statement for your investments. Our aim is to make it easier for you to know the value of your investment portfolio.

Simplicity

Re-registration makes managing your investments simple. As well as access to the value of your investments any time you like, you can also switch between funds easily and for very little cost, enabling you to make sure your investments are performing as well as they can be.

Choice

Managing your investments on a platform gives you access to over 1,000 funds from more than 50 fund providers. So whether you are switching funds for better performance, or looking to make a new investment, there is plenty of choice to find the right fund from. We also offer a choice of fund platforms; so you can choose Fidelity FundsNetwork or Cofunds’ platforms.

What to do next

To take advantage of the benefits of being able to manage your investments from one place, simply call the TQ Invest Team on 0800 294 7221 and they will be happy to help.

Premier Club

At TQ Invest we like to do things a little differently.

That's why we've created a new way for you to enjoy our investment services, called the Premier Club.

Why become a Premier Club member...? FIND OUT MORE

Premier Club

At TQ Invest we like to do things a little differently.

That's why we've created a new way for you to enjoy our investment services, called the Premier Club.

Why become a Premier Club member...? FIND OUT MORE