Transferring your ISAs to Charles Stanley

Transferring your existing ISAs to Charles Stanley is straightforward. We charge nothing for doing this but you should clarify exit charges and transfer terms with your existing manager.

You can transfer all, or part, of any existing ISA held with a different provider to a Charles Stanley ISA; the only limitation is that the current year's ISA subscription must be transferred in full. You may also transfer a Cash ISA into our Stocks and Shares ISA.

In keeping with the bespoke nature of our service, we offer both flexibility and convenience, meaning you can choose from the widest range of investment possibilities. You will receive regular updates, valuations and statements itemising all payments, transactions, dividends and tax credits as well as our dedicated newsletter, 'ISAy ISAy', which updates you on the latest changes to ISA regulations.

Some clients prefer their ISA to be solely invested in one of our four managed sub-funds that make up the IM Matterley Open Ended Investment Company (OEIC). The funds are: the IM Matterley Regular High Income fund, delivering monthly payments; IM Matterley Undervalued Assets Fund, predominantly investing in UK equities seeking to produce long-term capital growth through a value-focused investment style; the IM Matterley UK Equity fund, giving exposure to a range of predominantly FTSE 100 stocks; or the IM Matterley International Growth Portfolio fund, covering non-UK overseas markets.