Willis Owen Transfer Service
Has the performance of your PEP/ISA peaked? Or, perhaps, your investment priorities
have changed and income is now more important for you. Well, we can help.
The Willis Owen Transfer Service lets you easily transfer, then alter your portfolio
AND keep the tax benefits of your PEP/ISA. When you transfer your current PEP or
ISA, you move the value of your existing investments to different funds, but you
retain the PEP/ISA wrapper at the same time – thus ensuring that none of the tax
efficiency is lost. The benefit of this service is that you can still take advantage
of our usual large discounts, and you can take the opportunity to ensure that the
new funds you are investing in are right for your current circumstances and your
attitude to risk and reward. The procedure for transferring is very easy. Just select
which funds you want to transfer to and complete the following forms. Return the
forms to us, relax, let us do the work for you and within a short time you’ll see
your new portfolio working hard for you.
You can choose to follow our Willis Owen Portfolios or fund selections, or choose
your own fund selections from over 1,000 funds.
Willis Owen portfolios
Carefully selected by our renowned Research Team, there are three portfolios to
choose from: Global Opportunities, Balanced Growth and Income. Find out more about
the Willis Owen Portfolios.
Funds selections
In the Single Funds Guide
you will find 8 single funds from some of the UK’s leading investment houses selected
by our Research team.
Or select the portfolio or fund of your choice - Willis Owen offers discounts on
over 1,000 other funds.
How do I apply?
Important
Before you invest, you must read these Key Features documents:
Investment Risk
The value of units and the income from them can fall as well as rise, as a result of market or currency fluctuations, and you may not get back the amount originally invested. Past performance is not a guide to future performance.
You should regard the products outlined on this website as investments which should be held for the medium to longer term. If you withdraw money early from your investments, there is a risk that you may not receive back the full amount invested. Please ensure that you read the Key Features and full product literature before choosing to make an investment.
Tax
Taxation is subject to statutory change and the value of tax reliefs will depend upon your individual circumstances. The products outlined here may be subject to taxes or costs that are not imposed by Willis Owen Limited.
By Post
Simply print, complete and sign both the following application forms and post to
us at: FREEPOST, Willis Owen, PO Box 402, Hull, HU9 9AF.
Questions?
If you have any questions concerning these forms or any of the processes involved
in investing with us, please call us FREE on 0800 597 2525.
If you are at all unsure about what action to take then please seek independent financial advice.