The investment transfer offer can apply to supported:
- Bonds
- Shares
- Exchange-traded funds, or ETFs
- Mutual funds
- Money market funds
The investments must be transferred from another bank, broker or custodian and accepted onto the Moneybase platform.
They must also:
- Be fully owned by you
- Be free from any pledges, claims or other restrictions
- Remain under the same beneficial ownership following the transfer
Are all investments accepted?
No. A member of our team will review your portfolio and confirm which investments can be supported.
Moneybase has full discretion to accept or reject the transfer of any investment. Moneybase is not required to provide a reason for its decision.
If an investment is not currently supported, Moneybase may assess whether it can be added to the platform. This does not guarantee that the investment will be accepted.
You must include the investments in a valid and signed Asset Transfer Form submitted during the promotional period for them to qualify for the offer.
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