Transferring investments from a Dealing account to a SIPP is what’s known as an agency cross.
An agency Cross is the process whereby a SIPP account purchases shares from a Dealing account, as it’s not possible to transfer shares from a Dealing account to a SIPP in specie or vice versa.
Please note, we won’t move any cash in an agency cross, so you must have sufficient cash available in the opposing account.
In order to perform an agency cross, you’ll need to contact our Dealing services team. The team can be reached on 0345 54 32 600 and choosing option 1 or by emailing: dealingservices@ajbell.co.uk.