Transferring in your Existing ISA

You are free to transfer your existing ISAs whenever you want.

Why not diversify your ISA holdings by making a transfer to Relendex?
So how can you transfer one or more existing ISAs to Relendex?

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Step 1
Open a Relendex ISA
Apply online. Have your National Insurance number and passport to hand.

Provide basic information so we can conduct our usual Anti-Money Laundering / Know-Your-Customer process.
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Step 2
Decide which ISAs you will be transferring
You can only subscribe new money to one IFISA each financial year but there is no restriction on previous years' ISA funds.
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Step 3
Fill in a transfer form
Fill out the transfer form on the Lender dashboard and post it to FREEPOST – RELENDEX TRANSFER TEAM. You do not need to contact your existing ISA manager, Relendex handles the full process for you.

We do not charge any fees for ISA transfers but your existing ISA manager might.
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Step 4
Wait for funds to reach us
It can take 15-30 days for the transfer to be complete. If you are transferring from a Stocks & Shares ISA or another Innovative Finance ISA, your ISA Manager will need to liquidate your holdings before transferring the funds.
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Step 5
Invest in loans
Self-select from available loans on our Exchange or invest in our Secured Portfolio Product.
Questions?

Read more about transferring your ISA on the UK Government website.
Relendex Limited is registered in England, Company Number 07486328
Registered Office: 45 Pall Mall, St James's, London. SW1Y 5JG

Important Notice

Relendex Limited is regulated in the United Kingdom by the Financial Conduct Authority and entered on the Financial Services Register - FRN 723117.

Lenders participating in these arrangements should be clearly aware that any sum lent through the Exchange is a loan and not a deposit and its repayment is not guaranteed. It is in the nature of an investment opportunity. Any investor should consider an appropriate spread of risk. Non-institutional investors should seek professional advice before lending through the Relendex Exchange.

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