Newton
ISA and PEP Transfers
Newton ISA and PEP Transfers
If
you are not satisfied with your current ISA manager you can
elect to transfer your existing ISA to the Newton ISA and
invest in any fund(s) of your choice.
Transferring
your ISA to Newton is easy. You will first need to read the
ISA Transfer Brochure and including the Key Features Document,
Terms and Conditions and complete an ISA Transfer Form. A
copy of these documents can be requested;
- Online
- selecting the items you require from the Download Documents
section.
- By
email - using the Newton Order Literature link.
- By
phone - call Newton free
You
can also transfer the value of any shares you hold into a
Newton ISA via their Share Exchange Scheme. A copy of this
brochure is available using the methods described above.
Newton
will then contact your existing ISA manager and arrange to
have your money invested in the Newton fund(s) of your choice.
This process may take up to four weeks.
Investors
should read the share exchange brochure and terms and conditions.
For
Independent Financial Advisers the Newton Business Development
Team are available Monday - Friday 9.00am to 6.00pm.
For
further information on Newton ISA and PEP Transfers visit
the Newton website.
|
