What do I need to do to transfer my investments to Moneybase?

Modified on Wed, 7 May at 4:08 PM

Should you wish to transfer your investment portfolio which is currently held with another bank or broker to Moneybase, simply complete the below form and return back to us for processing together with a copy of your current portfolio. 


We will then coordinate the process with your counterparty and ensure that the transfer process is done within the shortest possible time.


No charges apply. 


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