2 EASY STEPS TO TRANSFER YOUR PORTFOLIO TO US

STEP 1: Open an account online by clicking here.
STEP 2: Download an X-O Transfer Form. Simply download, complete and return it to us. We will then contact your existing broker and make arrangements to transfer your portfolio. It really is as easy as that.

X-O is a trading name of Jarvis Investment Management Ltd which is authorised and regulated by the Financial Conduct Authority, a member of the London Stock Exchange and an HMRC authorised ISA manager. Registered office: 78 Mount Ephraim, Tunbridge Wells, Kent, TN4 8BS. Registered in England no. 1844601. VAT registration no. 680 0400 74.