ISA Consolidation

By moving all your ISA plans to one manager, you will have the advantage of all your accounts being managed by one provider. It will enable your personal Killik & Co Broker to review all your investments clearly and provide you with the full picture when considering your investment options. You will also only receive one consolidated statement, as opposed to receiving multiple statements from all of your current providers.

Easy to Transfer

It is easy to transfer your existing plans to Killik & Co. All you need to do is complete the 2008/09 Stocks and Shares ISA Transfer Form and send it to ISA Department, Killik & Co, 46 Grosvenor Street, London W1K 3HN, together with a copy of your latest statement from your current ISA manager. We will handle the rest.

You can transfer as many plans as you wish. We will arrange the transfer with your current plan provider and pay their exit charges directly. If the plan is closed/transferred within 24 months of transfer to us, the exit charges we have paid will be repayable to Killik & Co by means of deduction from the plans being transferred out. Killik & Co reserve the right to withdraw this offer at any time. We aim to complete any transfers within 30 days however this cannot be guaranteed. Once transferred, normal charges will apply. Details of our fees and charges can be found in Our Charges.