Before you begin…
Thank you for choosing to transfer your ISA to Shepherds Friendly. Before you start the application, please read our Important Information About Us guide and Key Information Documents below, and once done, press ‘Get Started’.
Important things to consider
- Bonus rates vary from year to year depending on the performance of our investments and in some years we may not pay out any at all.
- HM Revenue and Customs may change the tax status of an ISA in the future.
- Inflation and making regular withdrawals may affect the purchasing value of your investment in the future.
- In poor investment conditions we may apply a Market Value Reduction (MVR).
