- Transfering your ISA
- A tax effcient plan & product
- Technical Information about our investment process
- Current Portfolio
Transfering your ISA
Transferring your ISAs to us is easy. You will need to follow the simple online application process. The only additional requirement is a paper based ISA transfer form. This form will need to be printed and sent back to us, including the details of your existing ISAs.
It is important to note:
- The total value of all ISAs you are transferring to us must be in excess of £10,000
- You will not be invested into the portfolio, until we have received the cash from ALL of the ISAs that you are transferring.