The pdf files below enable you to open and print the necessary forms to transfer your PEP or ISA into any of Legal & General's Index funds.

If you have a unit trust holding please contact us or email mail@trackerfunds.com to obtain the necessary form.

To transfer your PEP or ISA to the L&G UK Index Trust please follow the steps below and complete the relevant form.

STEP 1 
Click on the investment type applicable to you.  (if you hold both a PEP and an ISA you must click on both forms separately).

STEP 2 
Copy the form on your printer.  (If you do not have a printer email Trackerfunds.com for a hard copy)

STEP 3 
Complete the application once you have read the Key Features contained in the form and post it to Legal & General at the address shown.

Please note PEP and ISA investors need to insert their National Insurance number in the transfer form.

[click here to transfer your PEP]

          [click here to transfer your ISA]  (717 k)

The forms below are in .pdf format. You will need to 
download 'Acrobat Reader' to view them.

If you hold units outside a PEP and ISA contact us or email mail@trackerfunds.com  for a Unit Trust transfer form.

if you would like a transfer form sent to you, please enter your details here

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