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Question

What is an ISA Transfer Form for?

Answer

If you are looking to transfer your ISA from another provider, fill out an ISA Transfer Application and send it to our ISA Transfer Team - they will contact your other provider on your behalf to faciliate the transfer.

Barclays Stockbrokers will refund up to £150 per account of transfer out costs charged by you previous provider, up to a maximum of £500 per client.

We will process your refund when your account is opened and we have received proof of the transfer costs imposed by your previous broker. This process normally takes around two weeks. Payment will be made to your Barclays Stockbrokers MarketMaster, SIPP, chosen bank account or by cheque. Please note we are unable to pay fee refunds directly into an ISA and refunds will only be able to be added to a SIPP where a pension has been transferred (please note refunds will not count as a contribution). Barclays Stockbrokers reserves the right to terminate or amend this offer at its discretion. We will refund up to £150 per account of transfer out costs charged by you previous provider, up to a maximum of £500 per client.

 

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