InvestSMART

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Frequently asked questions and other supporting information

Investing with Us
Professionally Managed Accounts

Can I do an in-specie transfer?

Yes. Any existing holdings of CHESS eligible Australian securities or other Eligible Investments may be transferred into your Account. Any investments being transferred into your Account must be in the same name that you are applying for an Account under. Eligible investments transferred into the PMA will be sold if they do not form part of the selected Model Portfolio(s).
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