Tisa consults on bundled to clean share class re-reg move
The Tax Incentivised Savings Association (Tisa) is to launch a consultation later this month to look into how to convert bundled share classes held on one platform into clean share classes on another platform when a client re-registers.
Currently, when a client with investments in bundled share classes wants to switch platforms, they first re-register to the new platform into bundled share classes, and are then converted into clean share...
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