Consolidating investments

Get the most out of your portfolio by consolidating your investments into one place

Simplify your investments with Willis Owen's consolidation service

Consolidating your investments onto one platform can help you cut down on paperwork, save you time and put you in complete control of your investments.

So, why consolidate to Willis Owen?

Using the Willis Owen Platform makes the process of taking control and keeping in touch with your investments easier than ever. It allows you to have a single-account view of your entire Fund and Share holdings, even those purchased elsewhere, resulting in considerably less paperwork.

And, importantly, Willis Owen applies no administrative charge whatsoever for moving your investments to the Willis Owen Platform.

Easy consolidation

For platform customers who wish to retain their existing holdings, the Willis Owen consolidation service enables simple Stock transfers (as long as we offer the investment) without the need to sell and buy back holdings. This avoids any initial charges and any potential risks from being out of the market.

If you hold your investments directly with the Product Provider themselves e.g. Jupiter, Invesco etc. then the chances are you will be in what's called 'Commission-included' Funds, whereby all charges are built into the Fund price. In this instance you would need to make a Cash transfer to the Willis Owen Platform, whereby you are able to purchase Funds again once monies from your original Product Provider have cleared into your Cash account.

If you are already a : review user, simply log in, select 'my transfer options' and click the Transfer link from the appropriate account.

If you are not currently registered for : review, simply apply for the product of your choice, and select 'Transfer in' as your contribution type, and follow the on screen instructions.

For more information on the Willis Owen Platform, and to apply for a product, please click the button below.

WO Platform in detail

Remember that only the Fund administration changes. You retain complete control and ownership of your Funds both during and after the consolidation process and the Fund Manager remains the same (if you choose to keep the same investments).

The platform may be exclusively online but you can still speak to a real person. Our friendly Customer Service Team are on hand to answer your queries and they are only a FREE phone call away on 0800 597 2525.

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