Please find current details here in relation to the electronic cash ISA transfers initiative.
ISA TRANSFERS DATABASES
Passwords, usernames and company codes changed 20/01/17, details circulated 17/01/17 at 11.10am.
In line with HMRC ISA Bulletin 3 and TISA bulletin 541 ISA managers please email contact details to firstname.lastname@example.org if you haven't already done so, along with a postal address for transfer requests to be sent to.
An email alert advising of changes made to the databases is available to subscribe to on request. Please email above address if you would like your details/colleagues adding.
An RSS feed is also available advising of any changes made to the TISA website, including the ISA transfer databases. If you would like to subscribe to the RSS feed please click here.
From 22/10/12 the databases also contain SUN details for those providers participating in the BACS electronic ISA transfers initiative.
An email alert advising of changes made to the databases in respect of this is also available to subscribe to on request.
The ISA Transfers databases can be accessed via the following links:
Updating / Changing ISA Transfers Database Information
To provide new information for the ISA transfers database in respect of a new or existing ISA manager that does not currently show any contact details please complete the new information request form and email to email@example.com.
To change existing information for the ISA transfers database in respect of an existing ISA manager please complete the information update form and email to firstname.lastname@example.org.
The databases can also now hold information relating to additional permitted subscriptions following the death of an ISA investor.
Please note we are in the process of populating the databases with HMRC Z references for users.