About ISA Transfers
Transferring is simple
We make it simple to transfer any ISA investments from other providers to Fidelity Adviser Services. If you have ISAs with a provider you are no longer happy with, are looking to consolidate your investments, or want to transfer between cash ISAs and stocks and shares ISAs, the new ISA rules give you total flexibility to do this.
Greater control
Remember, transferring previous tax year ISAs to a new provider does not count as a new ISA contribution, so if you have built up a number of ISAs with several providers over the years, bringing them together under one roof is an easy way to gain control and ensure they keep working in line with your objectives and risk appetite.
Benefits of transferring your ISA to a platform
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Huge range of funds available
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Easy to Transfer
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Consolidates all your investments
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Only one password to remember
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No Charge
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Revitalises your investments
How do I go about Transferring my ISA?
You will need to complete an ISA Transfer form making sure you quote the investment company name, account number and the funds you wish to transfer to.
When you transfer your ISA from another manager, your investment is likely to be out of the market for a time. During this period the market may move up or down, resulting in potential loss of capital
or income.
The investment will be placed once the transfer proceeds
are received.
You will need to know:
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The investment company and fund or the Cash ISA you wish to transfer from.
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The investment company and fund you wish to transfer to.
ISA Transfer Form
Download
An ISA Transfer is when you want to move your ISA investments to a new fund. If you would like to move to a new platform but keep the funds the same, this is a Re-registration.
IMPORTANT INFORMATION: Remember that the value of investments and the income from them can go down as well as up and that past performance is no guarantee of future returns. Key Feature documents give full details of aims, risks and charges – these should be read before you invest. Whilst we provide product information, guidance and fund research, we cannot know which of these products or funds, if any, are suitable for your particular requirements and must leave that judgement to you. Tax treatment depends on your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of an investment, you should seek expert financial advice.
Your Capital is at Risk
Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.
For non-platform business, where we can still give discounts, those discounts are subject to receipt of commission and may be subject to change if commission levels are altered. The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes.
