Useful Forms - Transfers
Have an interactive investor account and ready to start a transfer?
Simply log in to your account whenever you are ready and visit the 'transfers' section to start the process.
A step by step guide to transferring your SIPP to us
View 'Transfer in form and guide' (PDF)
Download and complete to transfer your Child ISA or Child Trust Fund to us
View 'JISA and CTF Transfer Form' (PDF)