Before you transfer
- You will first need to register for an ISA and you will then be directed to request the Transfer In
- A separate Transfer Instruction will be needed for each Provider that you wish to transfer from
- It should take no more than 10 minutes to complete the application process
- The information you need to hand includes bank account details, National Insurance number, address details and email address.
Please read the important information below before transfering to a Willis Owen ISA and/or making an investment online:
Register for an ISA account
Before investing it is important that you read our Terms of business , the Willis Owen Platform terms and conditions and Willis Owen ISA key features.
Past performance is not necessarily a guide to the future. The value of investments and the income they generate can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All investments should be regarded as medium to long-term investments
Willis Owen Limited offers an execution-only service. If you require investment advice, you should contact a suitably qualified Independent Financial Adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances
The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue
Willis Owen like many organisations throughout the UK is subject to legislation which requires us to put controls and processes in place to prevent our business being used for Money Laundering. An essential part of this preventative framework is the Anti-Money Laundering (AML) search, which depending on the result, may prompt us to request further documentation from you.
To view our policy and requirements for Money Laundering, please refer to our Terms of Business.