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How to transfer an existing ISA to a Triodos Stocks & Shares ISA
If you already have an ISA with another provider, you can transfer some or all of it to a Triodos Stocks & Shares ISA - either our Triodos Global Equities Impact Fund or Triodos Pioneer Impact Fund - without losing your tax-free ISA status. Remember - the benefits of an ISA depend on your individual circumstances and tax rules may change in the future.
Please check with your existing ISA provider if there are any penalties or charges for transferring out. You can also transfer from a Triodos Cash ISA or Innovative Finance ISA.
- Open a Triodos Stocks & Shares ISA
Already have a Triodos Stocks & Shares ISA? Move onto step two.
If you don’t currently have one, you'll need to complete the application form for the Triodos Ethical Stocks and Shares ISA before you can make a transfer into it.
- Complete your transfer form
Download the right form below, fill it out and post it to:
T. Bailey Asset Management Ltd
64-66 St James’s Street
The form tells us which ISAs you want to move. If you want to transfer more than one, please send us a separate form for each ISA transfer.
- We’ll transfer the funds for you
We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.
Do not move funds out of an ISA yourself, because your money will lose this ISA status.
We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days.