How do I switch my ICVC ISA funds?
You can switch your ICVC ISA funds at any time by telephone, post or fax, depending on your investment.
Switching ICVC ISA Funds
You can switch your ICVC ISA investment at any time by completing and returning the 'Instruction to switch ICVCs' form.
We currently charge 1% of the amount being switched: the 5% entry charge is discounted by 4%.
If you have an existing cash ISA with us, this investment can be transferred to the Invesco Perpetual stocks and shares ISA. Please complete and return the ‘Application to transfer an existing Invesco Perpetual cash ISA to an Invesco Perpetual stocks and shares ISA’ form.
Your investment will be sold at the next valuation point after we receive your instructions. Valuations take place at 12 noon each business day. Sale proceeds are invested into your chosen fund(s), within your ICVC ISA on the next business day.
Please ensure you have been provided with the most recent fund and share class specific Key Investor Information Document(s), the Supplementary Information Document and our ICVC ISA Terms & Conditions before making any decision to invest.