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Why consider transferring to Witan Wealthbuilder? We offer you two investment trusts to reinvest your ISA transfer into.
The annual management fee for ISAs is just £30 per annum (plus VAT) flat fee, irrespective of how many ISAs you hold or how many of the funds you are invested in.
Witan Wealthbuilder offers live online dealing and valuation functionality. We also offer telephone and postal dealing.
Our dealing charge of 1% or £15 flat fee for online dealing is very competitively priced.
How do I transfer? It is very easy to transfer ISAs to Witan Wealthbuilder. All you have to do is complete the transfer form which can be downloaded by clicking here, giving details of the ISAs that you would like to transfer. Please also download our brochure which contains our terms and conditions by clicking here. Then send it to:
Witan Wealthbuilder PO Box 4605 Worthing BN99 6QY
After you have download the brochure and the transfer form please choose which trust(s) you would like to invest in.
You can also request an application through the post, by clicking here or by calling us on 0800 0828180.
What happens next? You need do nothing else – we will do the rest.
When we receive your form we will contact each of your old ISA providers, they will sell each holding, and then proceeds will be transferred to Witan Wealthbuilder. Once the proceeds will then be invested as specified in your transfer form.
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