Transferring units held to your InvestNow portfolio.
If you currently hold units in any fund 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 note that the original signed copy of the form will be required.
Please note Sharesies are unable to facilitate off-market-transfers. To transfer any investments from Sharesies to InvestNow, they have advised that you will need to sell your holdings on Sharesies, deposit the sale proceeds into your InvestNow portfolio, and then buy the fund(s) you wish to hold.