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How to transfer PEPs or ISAs

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You can transfer your existing PEP/ISA from another plan manager to Allianz Global Investors. Choose between; Investment Funds (OEICs) or Investment Trusts. Click the links on the right to find out more and see the benefits of transferring your PEP/ISA.

Before completing your application form, please carefully read the relevant documentation below.

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space IMPORTANT INFORMATION space
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space space The Allianz Global Investors ISA, PEP and Share Plan was closed on 29th February 2008 and transferred to Alliance Trust Savings. Investor enquiries about administration and applications should now be directed to Alliance Trust Savings on 01382 573737 or contact@alliancetrust.co.uk.

You can invest in the Allianz Global Investors managed Investment Trusts through the ISA, PEP and Share Plan wrappers of a number of suppliers, including Alliance Trust Savings. Investment Trusts are also available to buy via a stockbroker, and there are now a number that offer an online stockbroking service. You are strongly advised that if you are unsure about the most suitable option for your needs that you contact a Financial Adviser.
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space INVESTMENT FUNDS (OEICs) space
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space space > Simplified Prospectus and Terms & Conditions (pdf, 216kb) space
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space space > Investment Funds PEP/ISA Transfer Form (pdf, 54kb) space
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space space > Identity Verification Certificate (pdf, 51kb) space
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space space   To order the above literature >more space
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If you have any questions please contact our Investor Services Team: 0800 317 573.



 
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space OUR PRODUCTS space
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space > Investment Funds (OEICs) space
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space INVESTMENT OPTIONS space
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space > Why transfer a PEP or ISA space
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space MORE INFORMATION space
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space > Our Charges space
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