Your clients may want to have all their investments in one place so they’re easier to manage. Perhaps they want to transfer an existing cash ISA with a bank or building society to take advantage of the potential for better returns. Or they may want to transfer a unit-linked ISA to reduce the risk of being affected by stock market volatility.
Consolidate ISAs with our simple transfer service for introducers
You may well come across people who want to have all their investments in one place so they’re easier to manage. Perhaps they want to transfer an existing cash ISA with a bank or building society to take advantage of the potential for better returns. Or they may want to transfer a unit-linked ISA to reduce the risk of being …


