Transfer to FundExpert

At FundExpert we're so confident that our fund selection process can boost your investment returns that we will give back all of our fees if you do not outperform over 5 years.

This offer is available to all investors who transfer £50,000 of investments or more. For more information on our unique 5 Year Performance Guarantee click here.

You can easily transfer your funds to FundExpert:

Step 1 - Read the important information below

On FundExpert you make your own decisions. All investments can go down as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed. 

Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please make sure you have discussed your decisions with a professional financial adviser. 

Before you transfer please ensure that you have read the terms & conditions and fee authority terms.

Step 2 - Begin your transfer online

Transferring your investments is easy.  To begin please click the link below. 

This will take you through to the Fidelity FundsNetwork platform.  FundsNetwork will manage the transfer and will custody your assets, so click below to get started.  If you have any questions you can either contact us or get in touch with Fidelity using the details shown on the transfer page.

I would like to transfer to FundExpert
(new investor)
   I would like to transfer to FundExpert
(existing investor)

N.B. Please make sure that your browser isn't blocking pop-ups or new windows when you click either button.  The link takes you to the Fidelity site in a new window, so if you are blocking pop-ups this won't happen.