Trustnet Direct - ClientAssist

Moving your investments to Trustnet Direct is an important decision, which is why we’ve set
up a personal service to help with and explain the process.


ClientAssist
Thinking of transferring to Trustnet Direct?

With our class-leading information, data and tools, coupled with low account charges, we believe you’ll be better off managing your investments at Trustnet Direct.

You may think that moving your investments is difficult exercise – even though it could save you a lot of money.

Which is why we’ve introduced ClientAssist, a team of knowledgeable and friendly staff trained to help make the move with minimum effort and fuss.

Introducing ClientAssist
A team of knowledgeable and friendly staff trained to help make
the move with minimum effort and fuss.

They’ll take you through the process in a clear and straightforward manner and handle the hard work.

All we need from you is a signed mandate providing your permission for us to round up your investments from your current broker or platform and add them to your live Trustnet Direct portfolio, where you can access them freely.

We’ll keep you regularly up-to-date with the progress of the transfer too.

0.75% COMMISSION REFUNDED By transferring to Trustnet Direct, we’ll convert your funds into clean
share class versions saving you up to 0.75% each and every year
Transferring your investment potential.

You’ll then have free access to our fund research, portfolio health check and ongoing editorial output to keep your investments on track. Plus, once you transfer your holdings to us, you’ll be paying our transparent, low charges – not those of your current agent.

6-8 weeks
5 big reasons to open a
Trustnet Direct Account

#1 Save Instantly
#2 Powered by FE information
#3 ClientAssist UK service
#4 The best tools
#5 Clear, low charges

ACCOUNT BENEFITS
 
 
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