Switching managed funds

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‘Switching’ is the act of transferring funds within a fund range. This is achieved by selling units in one fund and using the proceeds to buy units in another fund.

Please note: switching can sometimes trigger a capital gain, which is subject to capital gains tax. That's why it's a good idea to check with your financial adviser beforehand.

Online

You can log into BT Online and switch between portfolios online, provided you're registered to use our online services.

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Telephone

Call BT Customer Relations on 132 135 to transfer funds from your bank account, provided you’ve received a BT PIN from us.

In Writing

Download, print, complete and return a switch request form to us at the address on the bottom of the form.

If you can't download or print the form, contact us to ask for a form to be sent to you.