If the cash you want to transfer is already in your holding account, we will aim to process your request within 5 working days of receipt of your request. If there are any discrepancies with your form or further information is required, it may take longer than 5 working days.
If your investments are waiting to be released, the transfer will be dependent on your position in the Release Your Request queue.
As the RateSetter products have their own liquidity, it may mean that some of your contracts are redeemed earlier than others. If you have a pending transfer request, please contact us once your holding account balance reaches £500. We will then liaise with your new ISA manager to transfer the available cash whilst we wait for the rest of the contracts to released. Please be aware that not all ISA managers can accept funds like this. If this is the case, we will require a new request each time you would like to transfer the cash in the Holding Account.
You must have a pending transfer out request for us to transfer the available cash as and when it becomes available (minimum £500). If you do not have any pending requests, a new request will be required.