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Question

How can I transfer shares from an SAYE scheme to my Investment ISA?

Answer

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.

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