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Published transfer terms use different fee bases and exclude fractional positions from in-kind movement. The comparison separates US broker transfers, direct registration and Trading 212’s jurisdiction-specific arrangements.
ACATS will still initiate the transfer, while insurer confirmations move through the insurance network. The rule filing is immediately effective, with implementation planned for 20 November.
The legacy fixed and variable files close on 1 February 2027. DTCC’s current integration guidance supports JSON input through API or MQ, with output available through MQ, making both sides of the transfer workflow part of the migration.