ISA Transfer Application

We are delighted that you have chosen to transfer your ISA(s) to a Healthy Investment ISA.

The application process is quite straightforward.

Once you have completed the information online we will send you a policy pack in the post which will include a copy of the documents you have seen online together with a printed copy of your application form.

You will need to check and sign the documents and return them. We will then contact your current ISA provider, arrange the transfer and confirm when it has been completed.

If you wish to make additional investments into your ISA in this tax year you will be able to arrange this as you complete the application process.

Please read through these documents before proceeding with your application. There is no need to print them as copies will be sent to you.

We will never share your information with other companies or organisations for marketing purposes.

The General Data Protection Regulation (GDPR) requires us to provide you with a Privacy Notice to make you aware that the information you provide will be held by Healthy Investment and will be used for setting up and administering your policy.

Data Protection Information

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