TRANSFER YOUR ISA TO HALIFAX

To transfer your ISA follow one of these options:

Transferring to your existing stocks and shares ISA

If you wish to transfer funds from a cash ISA or another provider’s stocks and shares ISA

• Book an appointment with a Personal Financial Adviser

Transferring from another provider to a new Halifax ISA

If you wish to open a stocks and shares ISA with Halifax and transfer in funds from another ISA

• Make sure you have read about our ISA Investor and range of funds
• Book an appointment with a Personal Financial Adviser