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EF New Horizon Fund ISA Transfer Application Form Class B Shares For completion by the introducing intermediary (if applicable) Please tick the following boxes as appropriateNonadvised Investment
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An investment ISA transfer refers to moving your existing ISA savings to a new provider or to a different type of ISA.
Anyone who wants to transfer their existing ISA savings to a new provider or to a different type of ISA.
You can fill out an investment ISA transfer form provided by your new ISA provider and they will handle the transfer process for you.
The purpose of an investment ISA transfer is to potentially get a better deal on fees or interest rates, or to consolidate your ISAs for easier management.
You will need to provide details of your existing ISA account, the amount you wish to transfer, and the details of the new ISA provider.
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