Can I transfer my Cash ISA or Stocks and Shares ISA to an Innovative Finance ISA?

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.

You may transfer a combination of all or part of current and/or previous years' subscriptions, subject to the conditions of your old ISA manager.

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. Please print, sign and date this form, checking that all details are correct. Once signed and dated, either scan or take a photo of the form and save it on your computer. Then you can upload the document to the crowdfunding platform by following the steps detailed in the link below: https://www.triodoscrowdfunding.co.uk/help under "How do I upload my Transfer History Form".

Once we receive a completed form, we will request the transfer from your existing provider. Please be aware that It usually takes between 15 and 30 days to transfer your ISA, depending on the type of ISA being transferred, so it 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.