WebTransferring to the Aviva Platform is easy The Aviva Platform is all about flexibility. Because of that, we’ve made it easy for you to transfer investments to it from other providers. You can transfer investments as cash or – if we have the same asset on our platform – as a unit transfer (sometimes called an ‘in-specie’ transfer). WebYes, until now, customers have used IFA’s own systems but we must transfer all functionalities associated with allocation to the Single Allocation Platform. We will work with our nominating customers to understand their current customer journey, how this may be disrupted and work with them to ensure we support them fully in the transition to the new …
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Aviva Adviser: Aviva Platform - Aviva
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