Get the free FOR COMPLETION BY THE INTRODUCING INTERMEDIARY (IF APPLICABLE)

EFA AR Portfolio Funds Stocks and Shares ISA Transfer Form FOR COMPLETION BY THE INTRODUCING INTERMEDIARY (IF APPLICABLE) Advised Investment* Non-Advised Investment* *Please tick as appropriate NOTE

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3. Start with personal details: Begin by providing your personal details such as your name, address, contact information, and any other relevant information requested on the form. Double-check the accuracy of the information before moving on to the next section.
4. Follow the order of the form: Some forms have a specific order in which information needs to be provided. Make sure to follow the given order and fill in each section accordingly. This will help in organizing the information and prevent any confusion.
5. Provide accurate and complete information: While filling out the form, ensure that you provide accurate and complete information. Double-check the spellings, numbers, and any other details you provide to avoid any errors or misinterpretations.
6. Use legible handwriting or type if required: If the form requires you to fill it out by hand, make sure to use legible handwriting. If the option is available, consider typing the information to ensure clarity and avoid any misunderstandings.
7. Proofread before submission: Once you have filled out the form, review all the information you have provided. Check for any missing details, errors, or inconsistencies. Making corrections before submitting the form will save you from any potential complications later on.

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By following the above steps and understanding who might require form completion, you can effectively navigate the process and provide accurate information as needed.

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