Transfers
Transfers from other providers
You may be able to transfer managed investments that you currently hold with another provider into your Infinity eWRAP Investment Account without a change in beneficial ownership, provided they are on the Infinity Available Products List.
You can also transfer shares that you already own into your Infinity Investment Account and still retain legal and beneficial ownership.
In nearly all cases, no Capital Gains Tax is payable on the transfer of the managed investments into your account and no transfer fees apply.
Once these existing assets have been transferred to your Account, Asgard will report on them, along with any other investments you may choose in your Infinity portfolio.
You should speak with your financial adviser about how the transfer process works, and how it could help you.