ISA Transfer Form - POIS

Stocks & Shares ISA Transfer

Download a transfer form

and submit your application by post

The Stocks & Shares ISA is available to UK residents aged 18 – 80 and contributions must be paid from a UK bank account.

You can move money from an existing ISA by downloading and completing a transfer form.

If you are transferring into an existing Foresters Stocks & Shares ISA, please only complete the transfer form section and remember to add your existing Foresters ISA policy number.

The ISA offered by us is provided by Foresters Friendly Society and is classified as a Stocks and Shares ISA.  POIS is a part of Foresters Friendly Society.

What will I need to submit a transfer by post?

  • Details of your existing ISA
  • Your National Insurance number
  • Your Foresters ISA policy number (if transferring to an existing plan)

Please remember that we do not offer financial advice. If you would like to speak to a Financial Adviser regarding the suitability of the Stocks & Shares ISA please do, however they may charge for their advice.