Examples of ISA Manager in a sentence
Please be aware that in the event you choose to cancel your ISA transfer instructions, you will lose your ISA entitlement unless your previous ISA Manager has confirmed this can be returned and re-instated by them.
ISA Holder Title (Mr/Mrs/Miss/Other)Surname Full forenames Permanent residential address PostcodeExisting ISA Manager Plan Manager’s name Plan Manager’s address Postcode TelephoneEmail address Stocks & Shares ISA ref.
The new Administrator and Custodian must be approved to act as an ISA Manager by HMRC.
Subject to the Regulations, you have the right at any time to transfer your ISA to another ISA Manager, or as the case may be, your PEP to another PEP Manager.
Bailey Fund Services Limited (‘TBFS’) is authorised and regulated by the Financial Conduct Authority (FCA) and is a HM Revenue & Customs (’HMRC’) approved Stocks & Shares ISA Manager.