ISA Transfer Apply Online

Thank you for deciding to invest in a Healthy Investment Single Premium ISA by transferring your existing ISA to Healthy Investment.

 

STEP 1

Before you can proceed, please confirm that you have read and understood the following documents.

KEY FEATURES

 

 

EXAMPLE ILLUSTRATION

 

 

TERMS & CONDITIONS

 

 
I confirm that I have read and understood the Key Features, Illustration and Terms & Conditions. If you have any queries in regard to these documents please contact us before proceeding.

STEP 2

You should read our Service and Costs documents which explains the service we are providing. You are not receiving advice on the suitability of the ISA for your personal circumstances. You should consult an independent financial adviser if you want personal financial advice.

A GUIDE TO HOW WE MANAGE OUR WITH PROFITS FUND

 

 

KEY FACTS ABOUT OUR SERVICE AND COSTS

 

 

 
I confirm that I have read and understood the above documents. If you have any queries in regard to these documents please contact us before proceeding.

STEP 3
 

If you wish to proceed with your application to transfer your existing ISA into a Healthy Investment Single Premium ISA just print this simple application form.

 

ISA TRANSFER APPLICATION FORM

 
Tick this once you have printed and completed the form

STEP 4

Return the completed application form to:

 

Healthy Investment

2 The Old Court House

Tenterden Street

Bury

BL9 0AL

 

 

  

STEP 5

Thank you for applying for a Healthy Investment Single Premium ISA.

 

When we receive your completed application we will write to your existing ISA provider and request the transfer.

 

You will then receive your policy documents and welcome pack.

 

You will have up to 30 days to change your mind.