Keep your client’s Account in check and up to date.
You can arrange regular withdrawals monthly, quarterly, half-yearly or yearly. You can take one-off withdrawals from available cash in your client’s Account at any time.
You can transfer your client’s Stocks and Shares ISA at any time to another Cash ISA or Stocks and Shares ISA Manager either as cash transfer or re-registering the assets.
If your client wishes to transfer the assets, you must transfer:
- all the payments your client has made in the current tax year, and/or
- some or all the value of the Account from payments made in a previous year.
If you, or your client, change your mind regarding the Stocks and Shares ISA, the Account may be cancelled within 30 days of the customer receiving a cancellation notice. You can contact us by post at Scottish Widows Platform, PO Box 24065, 1 Tanfield, Edinburgh, EH3 1EY, or by email at firstname.lastname@example.org.