From Adviser Guide: Picking a Platform part 2
Q: How do I switch my clients’ assets?
Some platforms do not offer re-registration off platform.
It the platform does bit offer re-registration off platform the adviser needs to cash in the investment or carry out a transfer, whereby the new platform liaises with the existing platform to sell the investment and move the money across.
Where appropriate, Bill Vasilieff, chief executive of Novia, said some platforms will also carry out bulk migrations.