How can I transfer shares from an SAYE scheme to my Investment ISA?
To transfer SAYE shares you must send:
The Share certificate
Proof that the share certificate is SAYE stock
A signed CREST Transfer Form
If not a continuous ISA subsciption, then an additional subscription form
We need to receive all the relevant documentation within 80 calender days of the SAYE stock being released (The Exercise date).
Please note that we cannot accept a statement, it must be a certificate.
If you do not currently have an Investment ISA, you can set one up online by clicking here.