You can start your investment transfer by:
- Completing the Asset Transfer Form available on the Moneybase website; or
- Contacting a Calamatta Cuschieri Moneybase representative
Your completed and signed Asset Transfer Form must be submitted between 7 September 2026 and 7 December 2026 to qualify for the offer.
You must attach a recent statement from your current bank, broker or custodian showing the investments you would like to transfer.
What happens after I submit the form?
A member of our team will review your portfolio and confirm which investments can be supported and accepted on the Moneybase platform.
Moneybase has full discretion to accept or reject the transfer of an investment. Where an investment is not currently supported, Moneybase may assess whether it can be added to the platform.
Only investments included in a valid and signed Asset Transfer Form submitted during the promotional period can qualify for the cash bonus.
Your transfer will then be coordinated with the bank, broker or custodian currently holding your investments.
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