Funding your Clients’ accounts
Help with our bank details, transfers, and making contributions.
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 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 contact us via email on [email protected] or telephone +44 (0) 1225 517 517.
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.
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.
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.
With Multi-Factor Authentication process.