ISA Consolidation

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

Easy to Transfer

It is easy to transfer your existing ISA plans to Killik & Co. All you need to do is complete the 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 ISA statement from your current ISA manager. We will handle the rest.

You can transfer as many ISA plans as you wish. We will arrange the transfer with your current ISA provider and pay their exit charges directly. If the ISA 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 ISA transfers within 30 days, however this cannot be guaranteed. Once transferred, normal ISA charges will apply. Details of our ISA fees and charges can be found in Our Charges