Here is a summary of the functionality we offer for withdrawals:
- Regular withdrawals from the ISA, CIA and CIB
- Withdrawals of distribution payments or ‘natural income’ for ISAs and Collective Investment Accounts
- Nine flexible ways to make withdrawals from the Collective Retirement Account
- Fund-specific encashment
- Telephone withdrawals for amounts under £75,000 for ISA and Collective Investment Account
- Electronic re-registration off-platform with participating providers on the TISA Exchange for ISA, JISA, Collective Investment Account and Collective Retirement Account. We are a member of the TISA Exchange for electronic re-registration and aim to process re-registration requests on the same day as receipt. The transaction usually takes around a week, although this is dependent on the fund group’s processing timescales.
- Cash transfers out for ISA, JISA, Collective Investment Account and Collective Retirement Account
- Withdrawals up to £75,000 can be submitted through the Adviser Portal and through the online Customer Centre for ISAs and CIAs in one individual’s name