You can transfer your ISA from your current provider to Wahed at any time. We currently offer Stocks and Shares ISAs.
To complete an ISA transfer, simply fill in this form and send it to us on uksupport@wahedinvest.com
Please note:
- Kindly ensure that you have opened your ISA with Wahed (so that we can transfer the funds in)
- To protect the tax-free status of your money, you must arrange a transfer with the provider you want to switch to BEFORE closing/withdrawing from your existing account. This is the case both for funds built up in previous tax years and money invested in the current tax year
If you have any queries regarding ISA transfer feel free to reach out to us on 08081696662 or via email on uksupport@wahedinvest.com
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