Useful forms

As some of our services may require some form of paperwork, we have supplied the following useful forms.

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

IWeb Charges

Before deciding to transfer investments to an account with us, you should make sure that you understand the charges that apply to our accounts.

Share Dealing ISA Forms

  1. Open an IWeb Stocks and Shares ISA.
  2. Log on and complete our online transfer form, then just print it, sign and post it to the address on the transfer form and we will get in touch with your existing broker to start the transfer.

If you don’t have access to a printer we can post your transfer form to you, just click ‘please post my form to me’ once you’ve completed the form.

Transferring an ISA from another provider to IWeb Share Dealing.

Transferring investments from an HMRC approved Save As You Earn (SAYE) option scheme or a Share Incentive Plan (SIP) into a Stocks and Shares ISA.

Share Dealing Account Transfer Forms

  1. Open an IWeb Share Dealing Account.
  2. Log on and complete our online transfer form, then just print it, sign and post it to the address on the transfer form and we will get in touch with your existing broker to start the transfer.

If you don’t have access to a printer we can post your transfer form to you, just click ‘please post my form to me’ once you’ve completed the form.

SIPP forms 

I've completed my transfer form, what next?

Once you have filled out your form, please send it to the following address:

IWeb Share Dealing
Lovell Park Road
Leeds
LS1 1NS