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Faqs

Can I fully transfer in an existing ISA?

Yes, you can fully transfer across any existing IFISA, Cash ISA or Stocks and Shares ISA. You will be required to confirm your existing ISA details and sign and return a transfer authority form to us. We will then liaise with the existing ISA provider(s) and arrange the transfer.

The requirement for completion of a paper application is due to the requirements for a ‘wet signature’ by Cash and Stocks and Shares ISA providers. The process is explained in a short guide that accompanies the downloadable ISA transfer in form

There is no limit to how many ISAs you can transfer in. If you hold multiple ISAs we can accept the transfer of all, or some, of them.

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