Updates to the Transfer between internal investments tool

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For financial professionals only

We’re delighted to announce that we’ve made some improvements to our Transfer between internal investments tool.

£ destination splits

You can now set the transfer amount as a £ value as well as percentage, when transferring to multiple destination portfolios.

This means you now only need to use the tool once when you want to arrange several internal transfers at the same time.

It also means no more awkward percentages, so allowances can be maximised more easily too.

Transfer Between Internal Investments Tool

Speak to us if you’ve got any questions about the tool.