Why not transfer ISAs you hold elsewhere to us? We can take care of everything.
Earn up to £225 cashback
If you transfer a stocks and shares ISA you hold elsewhere to a Virgin Money Stocks and Shares ISA between 1 February and 30 April you can earn up to £225 cashback. Cash ISA transfers do not qualify for cashback.
| Total transferred amount | Cashback amount |
|---|---|
| £5,000 - £9,999 | £50 |
| £10,000 - £19,999 | £75 |
| £20,000 - £34,999 | £125 |
| £20,000 - £34,999 | £125 |
| £35,000+ | £225 |
We will calculate the total amount you have transferred in between 1 February and 30 June 2019 and then send you a cheque no later than 31 July 2019. Virgin Money will not charge you a transfer fee. Your existing provider may so it’s best to check before applying.
If you are unsure about transferring you should seek independent financial advice. Go to unbiased.co.uk to find an Independent Financial Advisor in your area.
- The Cashback Offer is open to customers who are UK residents and aged 18 or over
- The Cashback will only be paid for stocks and shares ISA transfers into a Virgin Money Stocks and Shares ISA.
- Cashback will not be paid for cash ISA transfers.
- To qualify for the Cashback Offer you must:
i Send us your transfer form between 1 February 2019 and 30 April 2019; and
ii Transfer £5,000 or more from stocks and shares ISA(s) held elsewhere directly to your Virgin Money Stocks and Shares ISA. Your transfer(s) must be completed by 30 June 2019. - Cashback will be paid by cheque made payable to the account holder and sent to the UK address that we hold for you.
- We will send your cheque by 31 July 2019.
- The Cashback value will be based on the total transferred amount as listed below:
Total transferred amount Cashback amount £5,000 - £9,999 £50 £10,000 - £19,999 £75 £20,000 - £34,999 £125 £20,000 - £34,999 £125 £35,000+ £225 - The cheque will be valid for 6 months and will be cancelled on the expiry of that period. No replacement cheques will be issued.
- You can only participate in the Cashback Offer once. If we reasonably believe the Cashback Offer is being abused in any way we reserve the right to stop the cheque being sent, or reclaim the Cashback in such circumstances.
- No other offer can be used in conjunction with the Cashback Offer.
- Standard product terms and conditions apply.
- Events may occur which render the Cashback Offer or the awarding of the Cashback impossible due to reasons beyond our control. In such circumstance, we may in our absolute discretion vary or amend the Cashback Offer and you agree that no liability shall attach to us as a result.
- Any personal information provided will be used by us to administer the Cashback Offer and will be shared with MLP Fulfilment Services Limited for the purposes of processing and delivering the Cashback. Personal information will not be used by MLP Fulfilment Services Limited for marketing purposes.
- The Cashback Offer is subject to English Law.
- The Cashback Offer is promoted by Virgin Money Personal Financial Service Limited and administered by MLP Fulfilment Services Limited (company no. 08293983), Tabley Court, Moss Lane, Over Tabley, Knutsford, Cheshire WA16 0PL.
- The Virgin Money Stocks and Shares ISA is promoted by Virgin Money Personal Financial Service Limited and provided by Virgin Money Unit Trust Managers Limited (the ISA manager). Both companies are registered in England and Wales (Company numbers 3072766 and 3000482 respectively). Registered Office – Jubilee House, Gosforth, Newcastle upon Tyne NE3 4PL. Both are authorised and regulated by the Financial Conduct Authority.
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We also offer the Climate Change Fund. This only invests your money in hand-picked companies with strong environmental credentials.
Our main funds have an annual ongoing charge of 0.60% or 1.00% of the value of your investment which includes the costs of running the fund. The Climate Change Fund has an annual ongoing charge of 1.3%.
How do I transfer?
- Read the Virgin Money Stocks and Shares ISA Terms & Conditions PDF opens in a new window.
- Read the Key Investor Information about the fund(s) you want to invest in.
- Download and complete an ISA transfer form. PDF opens in a new window. If you are transferring from more than one ISA provider, you will need to complete a form for each one.
- Send the form back to us at Freepost Virgin Money, PO Box 9522, Chelmsford, CM99 2AB.
Our ISA Transfer team will take it from here to ensure that the transfer goes as smoothly as possible and we’ll be in touch again during the transfer process.
Please note the transfer of Stocks and Shares ISAs may take a number of weeks as it is dependent on the provider who currently looks after the ISA you are transferring to us.
Remember, the value of your investments can go down as well as up and you may get back less than you invest. This is a medium to long term investment so you should be prepared to invest your money for at least five years. Past performance is not a reliable guide to the future.
Dedicated support
We’ll provide ongoing support throughout the transfer process.
No hidden fees
Clear and transparent pricing with no hidden fees. More informationabout ongoing charges.
Virgin Group deals
Access to exclusive Virgin Group offers and discounts.
Full control
Add lump sums, or start or stop regular payments at any time.
Pay some money in to win £5k
Pay into any of our ISAs or savings accounts before 30 April 2019, and enter our prize draw for the chance to win. Terms apply.
Pay some money in to win £5k
Pay into any of our ISAs or savings accounts before 30 April 2019, and enter our prize draw for the chance to win. Terms apply.
Remember, the value of your investments can go down as well as up and you may get back less than you invest. This is a medium to long term investment so you should be prepared to invest your money for at least five years. Past performance is not a reliable guide to the future.
Ready to transfer your Stocks & Shares ISA?
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