ISA transfers — what happens after I submit my form?

  1. Your completed transfer form is automatically sent through to the InvestEngine team once completed via the ISA transfer link
  2. The InvestEngine team will review your form to ensure we have all the required details.
    We’ll be in touch if we need anything further from you.
  3. Once reviewed, we’ll contact your existing provider to instruct a transfer.
  4. Your current provider will sell your existing investments and transfer the cash to your InvestEngine portfolio so it can be reinvested.
  5. We will contact you via email once we’ve received the cash.

Please note, this may take up to 30 days as per HMRC rules but we’ll try and make this quicker!