Transfer your ISAs to our award-winning service
Transfer before 15 December 2015 and we will pay you between £20 and £500 if you transfer £5,000 or more. The money does not come from your investments; it’s a thank you from us. Terms apply.
You will receive your cash back after the offer closes and all your transfers are complete. To qualify automatically we must receive your transfer form by 15 December 2015. However, if you need more time to decide please let us know and we will extend this deadline for you (up to three months for ISA, fund and share transfers, and six months for pensions). To request more time simply call our Helpdesk on 0117 900 9000 or email email@example.com with your name and address.
All we ask is that you keep your investments with us for at least a year; we will reclaim your cash back if you decide to transfer away or close your account within 12 months. Please note, lodging share certificates into Vantage will not qualify for cash back.
|You transfer||We pay you|
|£5,000 - £19,999||£20|
|£20,000 - £49,999||£50|
|£50,000 - £99,999||£100|
|£100,000 - £124,999||£250|
|£125,000 or more||£500|
If you wish to transfer, simply read the Key Features, Terms & Conditions and Important Investment Notes. If transferring a pension also read the Common Transfer Declaration and Transfer Checklist (in the Key Features) and check you will not incur excessive exit fees or lose valuable guarantees or benefits. Pensions are transferred as cash, unless otherwise arranged. ISAs, funds and shares can usually be transferred as stock (where you remain invested) or cash. When transferring as cash you are out of the market while the transfer takes place. This may work in your favour if the market falls, but if it rises you will not benefit from any growth while you hold cash.