How do I transfer my investments from another broker?
Transferring your existing investments to us is as straightforward as filling in a transfer form. We'll liaise with your previous broker to sort out all the paperwork and we'll even pay up to £300 towards any costs you incur (if transferring in at least £1,000 of investments).
Please note, we are aware that the following registrars may require their own forms to also be completed:
- Equiniti - Form E
- Capita - Change of Nominee Form
- Computershare - Uncertificated Withdrawal Form
Please contact them directly to find out if they are needed.
If you want to transfer shares currently held outside your ISA into an ISA for the current year, they firstly have to be transferred to a Share Account. Once the transfer is complete and you have opened an ISA, please contact our dealing team on 01296 41 42 43 to request an ISA switch.