ISA Transfer Process
Transferring an ISA to us is a simple 3-step process
Make sure you have the following information to hand before you begin:
- Your National Insurance (NI) number
- The name of your current ISA provider and the ISA account number
- Your ISA sort code (useful but not essential)
From the Account button in the top-right of your screen, click on the IF ISA section of the menu, then select New Transfer.
Step 1: ISA Agreement
Read, understand and agree to the IF ISA terms and conditions. Enter your NI number and select your existing ISA provider, then save and continue.
Step 2: Current ISA details
Select the type of ISA you wish to transfer, input your existing ISA account number (and sort code, if known). Confirm whether you have subscribed to the ISA you are transferring in the current tax year, how much of the ISA you wish to transfer, and the total value to be transferred. Indicate whether you would like to serve the full notice period of your existing ISA before transferring, or whether you would like to proceed with the transfer request immediately (including any penalty this may incur from your current ISA provider). Submit your transfer request.
Step 3: Print, Sign and Post
Print your ISA Transfer Request Form, checking to ensure that all details are correct, then sign and date the form and post it to our ISA Manager (Share In Ltd): Share In Ltd, PO Box 24146, EDINBURGH, EH3 1GR. If you don't have access to printer, please contact us at email@example.com and we will send you a form to sign and return to us.
Important information about the transfer process
FCA guidelines state that Cash ISA transfers should be completed within 15 working days while transfers from a Stocks & Shares ISA should take no more than 30 working days.
It is your own responsibility to find out from your existing ISA provider if there will be any penalty charges applied for closing or transferring your current ISA to us.
You will not be able to place an order for bonds from your Energise Africa IF ISA account until the transfer process has been completed and cleared funds are available to invest. Transferring an ISA carries the risk that a particular bond offer might be fully funded, or otherwise closed, when your funds become available to invest.
Funds not invested into bond(s) will remain in your Energise Africa IF ISA, earning no interest. You can choose to invest into any current or future IF ISA eligible offer on the Energise Africa site once the transfer process has completed. You can also request to transfer any uninvested ISA funds to another ISA provider at any time.