Investment Consolidation Service
An easier way to manage your portfolio
Our Investment Consolidation Service allows you to bring together all your funds including PEPs, ISAs, Unit Trusts and OEICs under one roof and on one statement*. This will allow you to organise your portfolio and enable you to switch between funds and fund companies, quickly and easily.
Once you have re-registered, we will give you £25**
The Benefits
- This service is free of charge
- You can get a single, up-to-date picture of your Portfolio including online valuations and reports, which you can view whenever you like
- Maximise the returns from your portfolio by reviewing your investments, their predicted growth rates and evaluate how your individual funds are performing
- Easily move your investments and switch between fund and fund companies to benefit from changes in the market
Next Steps
- Check to see if the funds you hold can be re-registered
- To take advantage of this service, simply call 0800 121 4596 and we’ll complete the paperwork for you or complete the application forms yourself to re-register your funds.
How it works
Skipton Financial Services Limited have teamed up with FundsNetwork, one of the UK’s leading investment supermarkets. FundsNetwork take over the administration of your investments so there is no change to the investments themselves. Your money remains invested in the same funds with the same product providers*, the management charges stay the same and your PEPs and ISAs retain their tax advantages.
There will be no interruption to your fund holdings therefore you won’t be ‘out of the market’ at any point and there is no risk of missing out on market rises while your funds are being re-registered.
What you will receive:
Oneview: Full Valuation
Up-to-the-minute information for all the investments in your Portfolio.
Oneview: Morningstar Instant X-Ray
Understand your Portfolio’s basic characteristics at a glance, including its asset allocation and a comprehensive breakdown showing geographic, industry and fund style exposure for all your investments.
Asset Allocation
A breakdown of your Portfolio Holdings into four general investment groups:
Cash, Stocks, Bonds and Other, allowing you to view the allocation of your investments.
Funds in Portfolio
A list of individual funds held in your Portfolio, making it easier for you to monitor and manage your investments.
World Regions
A broad breakdown of your investment’s geographical exposure so you can see what you are holding around the world at any one time.
Simply call 0800 121 4596 and we’ll complete the paperwork for you or complete the application forms yourself to re-register your funds.
Simply call us on 0800 121 4596 to discuss and we’ll complete the paperwork for you.
* While the majority of your funds can be re-registered some funds cannot. If this is the case with one or more of your funds, you will be informed as soon as possible.
**Offer applies to re-registrable investments over £5,000 in value.
To find out more about any of
the services we’ve mentioned
simply:
- Contact your SFS Financial Adviser
- Call a member of our Client
Help Line on 0800 137 832 - Visit your local Skipton
Building Society branch to
arrange an appointment with
an SFS Adviser
Our simple guide will help you find out more about our Investment Consolidation Service.
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