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ISA transfers

Transfers


We can accept the transfer of an existing stocks and shares ISA from other qualifying managers at any time without losing your ISA's tax status.

We can also accept the transfer of a cash ISA into The SIT ISA. This would turn the cash ISA being transferred into a stocks and shares ISA.

Whilst SIT makes no charge for transfers in, your previous manager may impose a charge for administering the transfer out.

If you do wish to consolidate your ISA investments by transferring to The SIT ISA - either to reduce the overall burden of plan charges, or to streamline the structure of your personal portfolio - please contact us for SIT's ISA Transfer Pack, or download from the literature library section.

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An investment company registered in Scotland number 1651