ISA Transfer Application

Before you begin...

Thank you for choosing to transfer your ISA to Shepherds Friendly. Before you start the application please read our Important information about us document and the following documents below, and once done, press ‘get started’

IMPORTANT THINGS TO CONSIDER

  • Bonus rates vary from year to year depending on the performance of our investments and in some years we may not pay out any at all.
  • HM Revenue and Customs may change the tax status of an ISA in the future.
  • Inflation and making regular withdrawals may affect the purchasing value of your investment in the future.
  • In poor investment conditions we may apply a Market Value Reduction (MVR).

In order to complete this application you will need the following:

  • Your National Insurance Number
  • The bank account number and sort code of the account you wish to make payments into the Stocks and Shares ISA from

Cashback

In order to be eligible for your cashback you will need to complete the application online. Please remember that your cashback will be validated a minimum of 90 days from the date your first premium is received, and will become payable no earlier than 120 days from your application.

Only the person named on the ISA application can pay into the ISA. Cashback will be rejected if any payments are made into the plan by anyone other than the person named on the application.

Finally, if you have a promotional code, please enter it here:

Get Started