ISA - Sale & Repurchase form
Give your instruction to sell some of your holdings and transfer directly into your Stocks & Shares ISA, otherwise known as Bed & ISA.
Frequently Asked Questions
Shares held on certificate will need to be deposited into your Share Dealing Account before we can complete a Sale and Repurchase.
The bed and ISA process only allows sale and repurchase of the same stock. If you want to buy back a different stock in the ISA, you will need to sell your shares, request us to move the cash into your ISA, and then buy the new shares. The money can only be moved once the original trade has settled
We will sell enough shares to cover your available ISA allowance and the remaining shares will be left in your Share Dealing Account.