RE: Interactive Investor26 May 2026 15:26
BGD21st, don't chastise yourself. What you did was in good faith.
I voted against this change but we were swamped by institutional investors, who are not worried about ISA wrappers nor OBC. All you can do is keep chasing your broker for support. Looks like HL have come up with the formal transfer but when it comes to selling these, it will cost much more than normal, I will have FX transaction fees and I get hit with US taxed dividend payments, despite having completed the W-8BEN form. If HL, and clearly other brokers, have come up with a practical solution, then your broker under the FCA "Consumer Duty" 2023 and 2025 should offer the same.