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Fund Based ISA Transfer

Last post Sun, Jan 29 2012, 7:19 PM by tt lady. 2 replies.
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  •  Sun, Jan 29 2012, 7:19 PM

    Re: Fund Based ISA Transfer

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    As with cash ISAs you need to complete the transfer forms supplied by the person you are transferring to - decide which one you want to move to and I'm sure you'll find the relevant forms on their website. They will be used to doing this and should keep you informed throughout the process.
    • Post Points: 5

  •  Sun, Jan 29 2012, 10:33 AM

    Re: Fund Based ISA Transfer

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    Pass. You should get some advice from someone qualified to offer financial advice. You need to check the terms of the ISA with the Teachers Assurance to see how you can transfer it to another ISA product. If you speak to TA, I expect they will tell you what you need to do.
    • Post Points: 20

  •  Sat, Jan 28 2012, 12:51 PM

    Fund Based ISA Transfer

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    I currently hold a fund based ISA with Teachers Assurance and would like to transfer to a self select shares ISA such as Selftrade or Barclays. How do I need to proceed with this? Is it like transferring a cash isa from one provider to another. Any advice much appreciated.
    • Post Points: 20