TISA Exchange Limited (TeX) has been established to help facilitate the electronic transfer of wrappers and assets between fund managers, platforms, wealth managers and any firm which holds assets on behalf of investors.
TeX was developed by a cross industry initiative and has agreed common standards and associated Service Level Agreements (SLA). The FCA has consistently supported the progress made by TISA in launching TeX.
The central agreements underpinning TeX provide consistency across the industry as well as clarity and transparency to the consumer.
Please use the links on this page to access a wealth of further information, including the legal and technical documents and application forms.