TRANSFERS OUT. All or a part of the property in the Account may be transferred to another tax-free savings account of the Holder, and the Trustee may liquidate any investments held in the Account to the extent deemed necessary to transfer the amount requested, subject to the terms of such investments.
TRANSFERS OUT. 6.1 You can transfer all or part of your plan to another registered pension scheme or qualifying recognised overseas pension scheme if the transfer is not an unauthorised payment. A partial transfer of a plan allocated for drawdown pension is not permitted. The transfer is made as soon as reasonably practicable.
6.2 Transfers out are made by cash payment.
TRANSFERS OUT. Where a Member’s accrued rights to GMP are transferred to another contracted-out salary related scheme, the Trustees may agree with the administrator of that scheme that the Member’s GMP shall, instead of being revalued using the method currently being adopted under Rule 5.1 above, be revalued using the other method which would be permitted if that scheme contained a rule in the same terms as Rule 5.2 above.
TRANSFERS OUT. The only transfers permitted out of this Prescribed RRIF are full or partial transfers to:
a) another Prescribed RRIF owned by the Annuitant; or
b) purchase a Life Annuity Contract; or
c) a Pension Plan, if it is permitted under the terms of the Pension Plan. provided that all transfers out are subject to all applicable requirements in the Tax Act. If all or any part of the balance of a Prescribed RRIF is paid out contrary to the Pension Rules, We will provide or ensure the provision to the Annuitant of an amount equal to the amount of the balance paid out.
TRANSFERS OUT. Upon receiving a valid instruction from another GIA provider we will transfer to that GIA provider within 30 days. To do this, where we are able to, we will transfer your Securities in specie to the new GIA provider. For any Securities held in your Freetrade GIA we are unable to transfer in specie, we will contact you and ask that you sell down these positions and we will then transfer the remaining cash amount to your new GIA provider. Alternatively these assets can be left in your Freetrade account. We are unable to facilitate transfers out of non-UK securities. These will need to be sold and transferred as cash. Where a transfer or withdrawal request involves Securities that have been suspended from trading we may extend the period specified for transfer/withdrawal until trading resumes. If following a transfer to another GIA provider we receive dividends, interest or any other amount on your behalf, we will send those sums to the new GIA provider unless the amount is less than £50, in which case we will send the amount directly to your Nominated Bank Account.
TRANSFERS OUT. 11.1 We, on behalf of the Trustee, have discretion over whether to accept your request to transfer out the value of your TILLIT Pension to another Authorised Scheme.
11.2 We will not transfer out benefits in accordance with these Terms and Conditions unless we are satisfied as to each of the following: ● We have proper authority and approval to make the transfer out ● All outstanding fees, charges and liabilities have been settled
TRANSFERS OUT. 8.1 If you choose to transfer funds out from your Landbay Property-Backed Innovative Finance ISA to another ISA provider, you will be charged a fee in accordance with the rates published on our website from time to time.
8.2 You may transfer:
(a) all (but not part only) of the cash in your Landbay Property-Backed Innovative Finance ISA account in the current tax year; and
(b) all or part of any cash in your Landbay Property-Backed Innovative Finance ISA account from previous tax years, to another ISA provider in accordance with the ISA Regulations and this Agreement.
8.3 You may not transfer your rights under loans out of your Landbay Property-Backed Innovative Finance ISA. Your ability to sell loans we hold for you will be governed by clause 11 of the Landbay Investor Terms & Conditions.
8.4 You will need to contact the other ISA provider in order to arrange a transfer and you can choose the date funds are transferred, subject to us being allowed a reasonable period to implement that transfer. That reasonable period shall not exceed 30 days and shall be consistent with the requirements of the ISA Regulations. This period does not include the time it takes to sell any of the loans pursuant to clause 8.3.
TRANSFERS OUT. 8.1 If you choose to transfer funds out from your Landbay Property-Backed Innovative Finance ISA to another ISA provider, you will be charged a fee in accordance with the rates published on our website from time to time.
8.2 You may transfer:
(a) all (but not part only) of the cash in your Landbay Property-Backed Innovative Finance ISA account in the current tax year; and
(b) all or part of any cash in your Landbay Property-Backed Innovative Finance ISA account from previous tax years, to another ISA provider in accordance with the ISA Regulations and this Agreement.
8.3 You will need to contact the other ISA provider in order to arrange a transfer and you can choose the date funds are transferred, subject to us being allowed a reasonable period to implement that transfer. That reasonable period shall not exceed 30 days and shall be consistent with the requirements of the ISA Regulations.
TRANSFERS OUT. All or a part of the property in the Account may be transferred to another tax-free savings account of the Holder, and the Trustee may liquidate any investments held in the Account to the extent deemed necessary to transfer the amount requested, subject to the terms of such investments. All or a part of the property in the Account may be transferred to a tax-free savings account of the Spouse or former Spouse where the Holder and the Spouse or former Spouse are living separate and apart and the transfer is made under a decree, order or judgement of a competent tribunal or under a written separation agreement that relates to a division of property in settlement of rights arising out of, or on the breakdown of, their marriage or common-law partnership, and the Trustee may liquidate any investments held in the Account to the extent deemed necessary to transfer the amount requested.
TRANSFERS OUT. Note: Part 12 General Regulation
36.1 A Member may elect to have his Accrued Benefits held in the Plan transferred in accordance with Part 12 of the Regulation and such election shall be made to the eMPF Platform subject to the MPF Ordinance and the Regulation. The Trustee and the eMPF Platform after being notified of a transfer made pursuant to applicable provisions of Part 12 of the Regulation, shall take all practicable steps to ensure that all the Accrued Benefits concerned are transferred in accordance with the election and arrange for the Accrued Benefits concerned to be transferred in such manner and within the timeframe specified in the Regulation and subject to such conditions as may be prescribed by the MPF Ordinance, the Regulation or the Authority and otherwise as the Trustee may in its discretion determine.
36.2 [Deleted.] 36.3 [Deleted.]
