Can I transfer my Cash ISA or Stocks and Shares ISA to an Innovative Finance ISA?
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Yes, you can transfer other types of ISAs to an
Innovative Finance ISA provided you are transferring cash and not investments. If
you hold a Stocks & Shares ISA and you wish to transfer it, your current
provider will sell any investments you hold and transfer the cash proceeds.
Some ISA providers may not offer a partial transfer
and there may be charges or costs, such as manager’s charges or lost interest
so you should enquire with your current ISA manager. If you want to transfer into a Triodos Bank IFISA, you
first need to register as a user and complete your investor registration. You can then request a transfer by going to the 'Account' button and selecting 'ISA' and then 'New transfer'. Follow the steps to complete the details of the transfer on screen. A
transfer authority form will then be automatically populated which you can
print, sign and return to us and we will request the transfer from your
existing provider. It usually takes between 15 and 30 days to transfer your
ISA, depending on the type of ISA being transferred. This is worth bearing in
mind if you would like to invest in a specific offer.
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Investments offered on this platform are not readily
realisable, which means that they may be difficult to sell and you may not get
back the full amount invested. Investments are not covered by the Financial
Services Compensation Scheme (FSCS) and your capital is at risk and returns are
not guaranteed. Repayment of capital and interest or payment of dividends will
be dependent on the success of the organisation's business model and past performance isn’t a
reliable indicator of future performance. You should
always read the offer document in full before deciding whether or not to invest as it
will cover risks specific to an individual investment. You can read more about
the general risks associated with making these types of investments. If
you are unsure if any of these investments are right for you, you should
contact an Independent Financial Adviser.
Triodos Bank UK Ltd. Registered Office: Deanery Road, Bristol, BS1 5AS. Registered in England and Wales No. 11379025. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 817008.