FIDELITY ONE STOP SHOP
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If you currently have funds managed by a variety of different companies, you're already getting investing right in terms of creating a diversified portfolio but one extra step could make you a really smart investor. Would'nt you like to be able to:-
call up portfolio valuations and reports at the touch of a button?
All this is now within your reach simply by re-registering your funds with Funds Network, the UK's leading supermarket from fidelity.
When you bring your investments together through re-registeration, you keep the same funds, and you are never out of the market, as it is simply the admonistration of your investment that moves to Funds Network under our agency.
The key benefit to our company is that you have one company to deal with. When you need a valuation on your portfolio, you don't have to get seperate statements from each company you invest with-instead, you can go straight to Funds Network and see an overall valuation in a matter of seconds.
Re-registering your investment is completely free of charge. In the unlikely event that a charge is levied by a third party Funds Network will meet the cost. Once the funds have been re-registered you will benefit from their low switching charge whenever to move money between funds. The maximum charge for switching is normally .25% though on some typre of investments there may also be a bid-offer spread so please notify us before making the decision to switch.
If you are interested in learning more about this please email us on Stephen@pollardandsmiles.com or telephone us on 01670 504999
Remember with Fidelity you will have over 54 fund providers, 900+ funds to choose from and the facility to have all your ISAs, PEPS,Unit Trusts and SIPPS investment under one umbrella.