You must have previously been a UK citizen, be over the age of 18, be investing as an individual, and already have either a Cash ISA or Stocks and Shares ISA with a UK registered ISA Plan Manager.

While we only offer one ISA product, Investors can open as many ISA accounts as desired if these are to be invested in separate models or held in different designations.

We have several portfolio models which Investors may be eligible to invest in. Please consult your financial adviser to discuss these options.

Investors will not be charged to transfer their ISAs to us in cash, however if you choose to transfer your Stocks and Shares ISA to us in-specie (transferred in the units of stock they already hold) there is a $50 charge per line. This will be converted into GBP per the daily exchange rate.

Only UK Residents are eligible to subscribe new money into an ISA each tax year. We therefore are not offering a subscription service, and you may only transfer an existing ISA into your Novia Global portfolio.

To start the process of transferring a pension onto the platform, a new business application will need to be submitted for the transfer(s) via the Novia Global platform.

The required Transfer Authority, one per transfer, will generate as part of this application and should be completed and submitted to us along with any supporting documentation required for the transfer.

You can view transfer progress at any time in the Latest Status Updates tab on the platform. This is updated regularly, so we recommend checking it for the most current information.

To apply a recurring switch instruction, please fill out the Recurring Switch Instruction form. Please ensure this form is fully completed, with a start and end date for the instruction.

In the case of dual authorisation accounts, we will also require email approval from a submitter at the firm. An email of ‘I approve’ is sufficient.

Once completed, please email the form to us at [email protected]

If you wish for a client’s model to be delinked, please email [email protected] with the relevant client and product ID numbers.

This can be actioned by logging in, selecting the client you wish to place trades for, then selecting the account you wish to trade on. Then, you can select the ‘Buy’ option at the top of the page. This will allow you to choose the assets or model you wish to invest in.

If the asset or model you wish to invest in is not listed, please email us at [email protected] with the client ID number and full ISIN so that we can look into this for you.