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How do I contact you regarding a Financial Ombudsman (FOS) matter?
If you’ve escalated your complaint through to the Financial Ombudsman, you should direct your communications...
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How do I submit a client complaint?
If you wish to raise a complaint, you are welcome to call or email us...
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How do I raise a general client query?
If you have a query that has not been answered in the FAQs, please email...
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How do I transfer my ISA to another provider?
To transfer your ISA away from us you will need to contact your new provider...
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Can I withdraw from my ISA proceeds without losing their wrap status if I replenish the same amount in the same tax year?
We do not offer Flexi-ISAs, meaning any funds withdrawn from your ISA will lose its...
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How can I withdraw funds from my ISA?
Withdrawal instructions can be sent directly to us, or you can inform your financial adviser...
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What are the surrender penalties?
We do not charge a surrender penalty. The fees associated with a withdrawal can be...
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How do I request a bulk GIA withdrawal?
To instruct a bulk GIA withdrawal for multiple clients, we will require: A written instruction...
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Has the withdrawal been paid out yet?
To monitor whether a withdrawal has been paid, please check the client’s transaction history. Advisers...
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How do I transfer my SIPP out?
The SIPP Transfer Out Warranty form can be found in the "Document Directory", or under...
