Transferring in your Existing ISA
You are free to transfer your existing ISAs whenever you want.
Why not diversify your ISA holdings by making a transfer to Relendex?
So how can you transfer one or more existing ISAs to Relendex?
Step 1
Open a Relendex IFISA
Apply online. Have your National Insurance number and passport to hand.
Provide basic information so we can conduct our usual Anti-Money Laundering / Know-Your-Customer process.
Provide basic information so we can conduct our usual Anti-Money Laundering / Know-Your-Customer process.
Step 2
Decide which ISAs you will be transferring
You can only subscribe new money to one IFISA each financial year but there is no restriction on previous years' ISA funds.
Step 3
Fill in a transfer form
Fill out the transfer form on the Lender dashboard and post it to FREEPOST – RELENDEX TRANSFER TEAM. You do not need to contact your existing ISA manager, Relendex handles the full process for you.
We do not charge any fees for ISA transfers but your existing ISA manager might.
We do not charge any fees for ISA transfers but your existing ISA manager might.
Step 4
Wait for funds to reach us
It can take 15-30 days for the transfer to be complete. If you are transferring from a Stocks & Shares ISA or another Innovative Finance ISA, your ISA Manager
will need to liquidate your holdings before transferring the funds.
Step 5
Invest in loans
Self-select from available loans on our Exchange or invest in our Secured Portfolio Product.
