How to transfer
Transferring
to an Alliance Trust ISA is simple whether you are transferring a Cash ISA or a Stocks and Shares ISA.
Three easy steps to transferring
1. To transfer
an ISA
from another
manager, just download,
complete and send the
appropriate
transfer request form below. (A copy of our terms and conditions and our Key Features document can be downloaded from the literature centre.) We will acknowledge receipt of your request.
Cash ISA Transfer Request Form
If you are transferring a Stocks and Shares ISA we normally accept transfers
of cash
or securities so
you don't
need to sell
and then repurchase.
2. We will contact your current provider to make the transfer.
3. When the funds are received we will confirm this in writing to you.
You can call 08000
326 323 to
request
an application
pack or
to speak
to us
about the
transfer
process.
We don't provide financial advice. If you are not sure if transferring your ISA is suitable for your circumstances, you should seek professional advice. The Financial Services Authority (FSA) maintains a register of their authorised financial advisers. Their website address is www.fsa.gov.uk/Pages/register.
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CONTACT US
Email enquiry PHONE
08000 326
323
If you would like financial advice before making a decision, please click the button below.
