If you have the 'paper trail' then it should be OK to transfer...

  1. 791 Posts.
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    If you have the 'paper trail' then it should be OK to transfer to yourself then issue the cheque, so long as the new shares are issued in the name of the fund. You are merely providing a service to the fund and not benefiting in any way.

    But your administrator really has the last say on this.
 
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