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 a cash ISA you cannot directly switch to other funds within the Invesco Perpetual cash ISA, as this option only offers investment into the Invesco Perpetual Money Fund. Investments in the Invesco Perpetual cash ISA can, however, be transferred to an Invesco Perpetual stocks and shares ISA, or vice versa following recent changes to the ISA regulations. Please complete and return an ‘Application to transfer an existing Invesco Perpetual cash ISA to an Invesco Perpetual stocks and shares ISA’ form or an ‘Application to transfer an existing Invesco Perpetual stocks and shares ISA to an Invesco Perpetual cash 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 Key Features and Terms & Conditions before making any decision to invest.