Evaluate your portfolio

Before initiating a transfer, it is important to evaluate your current investment portfolio and consider your financial goals, risk tolerance, and investment time horizon. Determine between which two funds you want to transfer subscriptions. You can initiate the transfer process either by clicking on a fund in your portfolio or on a fund you find using the search tool. Please note that funds require a minimum initial investment. Therefore, the subscriptions you currently hold in the origin fund must be equal to or greater than the minimum requirement of the fund you wish to transfer to.

Select amount

Once you have decided which funds you wish to transfer, you will need to specify the amount or percentage of subscriptions of the source fund to be transferred.

Confirm the order

Review the order details and read carefully the transfer disclaimers. Your transfer request will be sent to the fund manager for processing. The funds will go through a settlement period before being fully reflected in the target investment fund. This settlement period ensures the completion of the transaction and all necessary administrative procedures.

Transfer completion

Once the transfer is completed, you will receive a confirmation of the transaction with the settlement details by email, and via push notifications if you have enabled them.