- Fund switch
Switch, buy and sell funds
On submission of an online trade a confirmation statement is available to print/save for your records.
*Note: Trading functionality may only be available to advisers who have specific authority from the Bond owners. Please note that if the end user is not authorised then they have an option to print out the authority letter for the client to sign.
Trade tracking lets you see online the fund changes that have been requested online, by phone, fax or email. The tracking data is found on the same page, under the heading 'Completed and Pending Transactions.'
*Note: Buying funds is only available for GSIPP, SIPP and AMPP products. For International Bonds, funds should be purchased through the International Bond account.
*Note: Selling funds is only available for GSIPP, SIPP and AMPP products. For International Bonds, this should be completed through the International Bond account.
The available fund options are dependent on the product. Please always check the list of funds available for your client’s specific product first.