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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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What is investment isa transfer this?
An investment ISA transfer refers to moving your existing ISA savings to a new provider or to a different type of ISA.
Who is required to file investment isa transfer this?
Anyone who wants to transfer their existing ISA savings to a new provider or to a different type of ISA.
How to fill out investment isa transfer this?
You can fill out an investment ISA transfer form provided by your new ISA provider and they will handle the transfer process for you.
What is the purpose of investment isa transfer this?
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.
What information must be reported on investment isa transfer this?
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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