Skip main navigation

Barclays uses cookies on this website. They help us to know a little bit about how you use our website, which improves the browsing experience– both for you and for others. They are stored locally on your computer or mobile device. To accept cookies, continue to use the website. Alternatively, go to the cookies policy for more information on how to disable cookies.

Question

What documents do I need to transfer newly released SAYE or Profit Sharing shares into an ISA?

Answer

To transfer newly released SAYE or Profit Sharing shares into an ISA we would need you to send us:

ISA Application Form (if you do not already have an Investemnt ISA)
ISA Funding form
Share Certificate
CREST Transfer form - signed
Proof of emergence from an IR approved sharesave / profit share scheme
Proof of the exercise date
Proof of quantity exercised and granted
Proof of appropriation date

Please send your documents to:

ISA Administration Department
Barclays Stockbrokers
Tay House
300 Bath Street
Glasgow
G31 2HB

How helpful was this answer?

Not at all Very helpful