• Our services
• Investor accounts and services
• ISA
• How it works
• Paying in
• Withdrawing
• Buying and selling
• Transferring in
• Limits
• Corporate actions

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 pack 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 put the money into your account

It can take up to four to six 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 that you may have a loss of income / growth whilst the transaction is being completed.

£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 pay 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