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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.

Stocks and Shares 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.