What are the steps for transferring my portfolio?
To transfer your portfolio to MeDirect, you need to download the Asset Transfer Form
, complete it and send it to us. MeDirect will review your request and let you know whether all securities can be transferred. For some funds (bond and mixed funds) we need the average purchase value to calculate the capital gains tax for you in case of a sale. As soon as we have all the necessary information, MeDirect will send you the final transfer document (form B) for signing via a secure message. In most cases this can be returned to us via a secure message. Some brokers demand an original document. MeDirect will let you know at the time of the application. On receipt of this signed document, we will contact your current bank or broker directly to arrange the transfer in your name.