For a GIA or ISA, if you wish to transfer away from us via re registration, we will require a letter of instruction that has been wet signed or digitally signed by the client.
This letter must include the relevant client ID number, confirmation as to whether it is all cash and assets or particular assets and amounts, and bank details for the counter party.
In the instance of a partial re registration, we will require confirmation of the assets that are to be transferred, and the exact amounts of cash.
For a SIPP in-specie transfer out, a completed Transfer Out Warranty is required.
