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Transferring in

We'll pay up to £300 for transferring your investments

Having all your investments in one place makes them much easier to manage. Transferring investments from other accounts (and Share Certificates) to us is simple and hassle free.

Investors often incur a transfer charge to move investments between different providers. However, if you transfer your other dealing accounts to us (including ISAs), we'll cover your existing broker's administration fee (this does not include any third party or custodial charges) up to £300.

How to transfer in

1.Print complete and sign the ISA transfer form and we'll take care of all the paperwork

2. We'll liaise with your existing broker and let you know as soon as your account has been transferred

3. Send us a copy of the statement from your existing broker showing the transfer charge(s) and we'll pay the money to you

4. To open and operate the Self-select Stocks & Shares ISA you will need to supply us with an email address, so we can send you communications (confirmation of your deals and account statements) by email. You cannot open this account if you do not supply us with an email address.

It can take up to four weeks to process your transfer

Don't forget that the value and income from investments can go down as well as up and you will not be able to deal in your investments during the transfer. Therefore there is the potential risk that you may have a loss of income / growth whilst the transaction is being completed. Please note that if you are transferring your current year's ISA, you will not be able to add further money to your new account until the transfer is complete.

£1,000 minimum transfer

Please note that the account you transfer must have at least £1,000 of investments that aren't cash (e.g. shares or funds, etc.) for us to help with your transfer costs.

Would you like more help?

Please call our Customer Service team on 01296 41 41 41 if you would like more help transferring your investments.

01296 41 41 41