Transfer your ISA
Click the image to download the i-stock ISA Transfer Form
You can transfer your existing ISA to i-stock. If you decide this is appropriate, upon your instruction, i-stock will arrange this for you and administer the transfer on your behalf. This will allow you to access the benefits of our Protection Portfolio for your wider savings pot.
The below form can be used for the transfer of a Stocks and Shares ISA or a Cash ISA into i- stock. Please download the form by clicking the image below, complete all fields and return the completed form to:
i-stock, 16 Tesla Court Innovation Way Peterborough PE2 6FL
Once received, i-stock will work with your current ISA manager to complete the transfer and notify you when this is complete.
You can transfer your existing ISA to i-stock. If you decide this is appropriate, upon your instruction, i-stock will arrange this for you and administer the transfer on your behalf. This will allow you to access the benefits of our Protection Portfolio for your wider savings pot.
The below form can be used for the transfer of a Stocks and Shares ISA or a Cash ISA into i- stock. Please download the form by clicking the image below, complete all fields and return the completed form to:
i-stock, 16 Tesla Court Innovation Way Peterborough PE2 6FL
Once received, i-stock will work with your current ISA manager to complete the transfer and notify you when this is complete.
Individual Savings Accounts (ISAs)
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What is an investment?
Why invest?
What does ISA stand for?
What is an ISA?
What are the benefits of an ISA?
How do I set up an ISA?
What types of ISAs are there?
Can I Transfer my existing ISA(s)?
How do ISAs work?
What is my ISA allowance?
What is the minimum I can invest?
What are the benefits of a stocks and shares ISA?
How much can I invest each year?
Are there any penalties when accessing my money?
Can I monitor my investment?
What does the portfolio invest in?
Can I top up every month?
Can I withdraw at any time?
If you require any further information, you should find most answers in our FAQs, otherwise please feel free to contact the i-stock helpdesk. Alternatively, you can send us a message below.
By completing the form below you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements
i-stock is a trading style of Tavistock Wealth Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 568089. Registered in England and Wales. Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 07805960. Tavistock Wealth Limited is a wholly owned subsidiary of Tavistock Investments Plc. The product provider for the i-stock ISA and GIA is Gaudi Regulated Services Limited which is authorised and regulated by the Financial Conduct Authority, FCA No: 488015. Registered in England and Wales. Registered office 2 Oakridge Office Park, Whaddon, Salisbury, SP5 3HT, Company Number 06638918.