Get the free ISA Transfer Authority Form - Farley & Thompson Stockbrokers

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Pine Grange, Bath Road, Bournemouth BH1 2NU Tel: 01202 295000 Email:inquiries farleyandthompson.co.UK www.farleyandthompson.co.uk Authorized and regulated by the Financial Conduct Authority. Member

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How to fill out isa transfer authority form

01

To fill out an ISA transfer authority form, follow these steps:

02

Obtain the ISA transfer authority form from your current ISA provider or download it from their website.

03

Fill in your personal details, including your full name, address, and contact information.

04

Provide your current ISA provider's details, such as their name, address, and contact information.

05

Indicate the type of ISA you have, whether it is a Cash ISA, Stocks and Shares ISA, Innovative Finance ISA, or Lifetime ISA.

06

Specify the ISA account number or reference for the ISA you wish to transfer.

07

Select the financial institution or provider you want to transfer your ISA to, and provide their details.

08

Decide whether you wish to transfer the entire ISA balance or a specific amount.

09

Sign and date the form to confirm your consent for the transfer.

10

Submit the completed form to your current ISA provider either in person, by mail, or through their online portal.

11

Keep a copy of the form for your records.

12

Note: It is advisable to consult with a financial advisor or your current ISA provider for specific instructions and any additional requirements.

Who needs isa transfer authority form?

01

Anyone who currently holds an ISA (Individual Savings Account) and wishes to transfer it to a different financial institution or provider needs to fill out an ISA transfer authority form. This form allows individuals to authorize the transfer of their existing ISA funds and investments to a new provider. It is commonly used when individuals find better interest rates, investment options, or services offered by a different provider and decide to switch their ISA to benefit from these advantages.

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