Evaluate investment platform offers before switching
Platform Deals and Transfer Offers
Transfer offer and platform deal analysis focused on long-term value, eligibility rules, exit friction and promotion tradeoffs.
Articles1
IntentEvaluate investment platform offers before switching
FocusFees
UpdateCurrent
Investment platform transfer offers: when a bonus is worth it
Transfer offers can offset switching friction, but the long-term platform cost and investment access still need to work after the promotion ends.
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How this section is organised
What belongs in Platform Deals and Transfer Offers
- promotion checks that include holding periods and clawback rules
- fee-credit and transfer bonus analysis after long-term cost modelling
- guidance on when to ignore a headline offer