Your Details

Please enter your details below. Your account number with us starts with SP or WP and you can find it on your online account

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Text

Transfer Type

Current Provider

Transfer Details

Transfer Details

What type of ISA do you want to transfer?

Please complete the details below to transfer a Cash ISA to us. Your current ISA provider will send the cash value to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

How would you like to transfer your Stocks & Shares ISA to us?

You can choose to transfer your Stocks & Shares ISA to us in cash or in specie.

When you transfer in cash, this means that your current ISA provider will sell all of the investments held and send the cash proceeds to us. Once the transfer is complete you will need to select where you would like to invest using the online customer portal.

When you transfer in specie, this means that your investments are transferred without them being sold; therefore you may be able to remain invested throughout the process. It is sometimes called ‘re-registration’. You may be able to do this if we offer the same investments and your existing provider allows this. Don’t worry, we will check this for you.

Please complete the details below to transfer your Stocks & Shares ISA to us in cash.

Please complete the details below to transfer other Stocks & Shares ISA to us in specie.

Please complete the details below to transfer your Personal Portfolio Assets to us in specie.

Important information about your transfer
  • Your investments will be transferred in specie (in its current form).
  • We accept partial cash transfers but cannot accept full cash transfers into Personal Portfolio accounts.
  • You may experience a potential loss of growth whilst the transfer is pending.
  • The total amount of your holdings in your Personal Portfolio will be transferred to us.
  • The provider you're transferring from may apply charges, please check.
Important information about your ISA transfer
  • The full value of your existing ISA will be transferred.
  • There could potentially be a loss of growth whilst the transfer is pending.
  • The provider you're transferring from may apply charges, please check.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • You are transferring to a Stocks& Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • The full value of your existing ISA will be transferred in cash.
  • You will be out of the market until you select where you would like to invest using the online customer portal.
  • There could potentially be a loss of income and growth whilst the transfer is pending.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.
  • All of your existing ISA will be transferred.
  • There's no certainty that the ISA you transfer into will perform as well or better than your existing one.
  • The provider you're transferring from may apply charges, please check.
  • You are transferring to a Stocks & Shares ISA, the value of which can fall as well as rise and you may get back less than your original investment. If you’re unsure if a transfer is right for you, please seek financial advice.
  • Although there is no fixed term you should consider your Stocks & Shares ISA investment as medium to long term, typically 5 years or more.

Transfer Acknowledgement

I Authorise My Current Provider to:

  • Transfer my full holdings in the ISA and/or Personal Portfolio specified above to Standard Life Savings Limited.
  • Transfer my holdings (through in specie transfer), supported by a conversion to a compatible share class where applicable.
  • Transfer all remaining holdings as cash.
  • Provide any information that Standard Life Savings Limited may require, on my behalf, including details of current plan(s), value(s), transaction and dividend histories.

The below declaration is for ISA transfers only:

  • I declare that this form has been completed to the best of my knowledge and belief.
  • I agree to transfer my ISA/s, as specified above, to Standard Life Savings Limited.

I acknowledge that:

  • Any holdings which are transferred as cash will not be invested until I provide instructions to Standard Life Savings Limited
  • My current provider may convert my holdings to a compatible share class that is available on the platform. This process typically takes several days to complete and therefore may slow down my transfer slightly.
  • The fund management costs may increase slightly depending on the share class used to allow the in specie transfer to happen.
  • Upon receipt, Standard Life Savings Limited may convert my holdings to the cheapest available share class on the platform.
  • Standard Life Savings Limited will consolidate all my ISA(s) from the current tax year together to one account.
  • I agree to Standard Life Savings Limited accepting the valuation received from my current provider, which may differ from the information provided in my transfer request.
  • I have completed this form to the best of my knowledge and belief.