Can I Transfer My Cash ISA to a Stocks and Shares ISA?
Transferring your Cash ISA to a Stocks and Shares ISA allows you to invest in the stock market while still benefiting from the tax-efficient features of an ISA. This article will explore the key aspects of Stocks and Shares ISAs and guide you through the process of transferring your existing Cash ISA.
This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals.
These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.
Definitions of each categories
By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.
If you don’t meet any of the criteria below, then you must STOP and leave this site.
To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:
They are a member of a network or syndicate of business angels and have been so for at least six months.
They have made more than one investment in an unlisted company in the two years prior.
They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.
They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.
A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.
