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iDealing ISA and PEP Transfers Review
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iDealing
ISA and PEP Transfers
iDealing ISA and PEP Transfers
The
Stocks and Shares component of existing Maxi or Mini ISAs
can be transferred to iDealing. Mini stocks and shares ISAs
for the current tax year must be held in an iDealing Mini
ISA account. Mini and Maxi stocks and shares ISAs from a previous
tax year can be held in either an iDealing Maxi or Mini ISA
account. Before requesting a transfer, you should be aware
of the following:
- Your
existing ISA Manager may charge you for the transfer
- Electronic
transfers of holdings from other ISA Managers (where eligible)
are free of charge. A charge is levied on transfers into
iDealing accounts of certificated holdings. This is charged
per stock/registration, not per certificate
- You
may need to liquidate holdings in your existing ISA account
before it can be transferred to iDealing due to stock eligibility
- The
transfer process may take varying lengths of time to complete
depending on the stocks held and any pending transactions.
To
transfer the Stocks and Shares component of an existing Maxi
ISA or Mini ISA to iDealing:
- Fill
in the appropriate online ISA application (go to Open and
Account ) and iDealing will post the Client Agreement forms
for you to sign
- You
will receive one set of transfer forms with the application.
If you wish to transfer more than one ISA, download and
print extra ISA transfer forms from the iDealing website
- Return
the completed transfer forms along with your Client Agreement
in the freepost envelope provided
For further information on iDealing ISA and PEP Transfers
visit the iDealing website.
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