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Submit
Transfers Database
New Information Request
This form should only be used to add new details to the transfers database (where no details are present for the ISA manager)
*
Please tick here to confirm
Company Information
ISA Manager (company name)
HMRC Manager Reference Number
*
Brand Name (if different)
Postal Address
Alternative Courier Address
Postal Address – APS
Postal Address – Transfer In
Postal Address – Transfer Out
Transfer Details
Type/s of ISA provided
*
Select All
Cash
Stocks & Shares
Innovative Finance
Lifetime
Type/s of JISA provided
Select All
Cash
Stocks & Shares
Innovative Finance
Lifetime
Working Hours
Residual income accepted after transfer?
Yes
Minimum Payment Accepted
Additional Transfers Info
Supported Account Types
Partial Transfers Accepted
Yes
No
N/A
Partial Transfers of Current Year Subscriptions Accepted
Yes
No
N/A
In-Specie Transfers Accepted
Yes
No
N/A
APS Allowance Transfer Accepted
Yes
No
N/A
Full Transfers Accepted
Yes
No
N/A
Payment Methods
Settlement Proceeds (single/multiple)
BACS
Yes
Cash ISA Transfer Service
Yes
Cheque
Yes
Other Electronic Payment Methods
Database Contact
Please provide details of the contact who will be responsible for the day to day queries. Additional contacts can be added by the database manager once the details are live on the database.
Name
*
Telephone Number
*
Email
*
Escalation Contact
Please provide details of the contact who will be responsible for escalating queries. This must be a named individual. Additional contacts can be added by the database manager once the details are live on the database.
Name
*
Telephone Number
*
Email
*
Database Manager Information
Please provide details of who will be responsible for maintaining the information on behalf of your company – this also allows user access management. Once the details have been uploaded an email will be sent with access details and a user guide.
Name
*
Job Title
*
Telephone Number
*
Email
*
Enter Email
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Email
This field is for validation purposes and should be left unchanged.
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