Transferring a PEP or ISA - How to invest

1)		Read the documentation carefully and download your application form and identity vertification certificate. Alternatively, you can order an information pack from our literature library, which will include transfer forms.
2)		Complete both sides of your application form, choosing the fund(s)/trust(s) and the amounts you wish to invest.
3)		You will also need to complete an Identity Verification Certificate.
4)		Sign the forms and post to us at the relevant freepost address below (no stamp required).

		Investment Funds (OEICs)
		Address: Allianz Global Investors fund administrators PO Box 9031 Chelmsford CM99 2WN
		Investment Trust
		Address: Allianz Global Investors Investment Trust Maxi ISA FREEPOST LON13397 Peterborough PE2 6BP

5)

On receipt of your transfer request, we will send you confirmation of your application and will contact your current PEP or ISA manager(s) to make arrangements for the transfer. On completion of the transfer confirmation of your new purchase will be sent to you.

If you have any questions please contact our Investor Services Team: 0800 317 573.