Transferring units held to your InvestNow portfolio.

If you currently hold units in any fund or ETF available on InvestNow and wish to transfer these holdings to InvestNow’s custody, please complete the request form below.

We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us.

Please add any other notes or requirements here, for example if the units are held with another custodian.