Pearler offers off-market transfers for transferring holdings between investment accounts of different names and types (e.g. joint to individual, brother to sister etc.).

The fee for this type of transfer is $40 per holding.

An off-market transfer form (please see page 2 of the form to help with filling it out) will need to be filled out for each holding and returned to us along with a photo ID (containing signature) for all signees.

As with all off-market transfers, we would advise you to obtain professional tax advice before proceeding.

Please send us the completed form/s and ID/s via our encrypted live chat and let us know if you have any other questions. 🤗