Transferring your assets

How it works

If you have existing Stocks and Shares ISAs then you can transfer them onto rplan, and start taking advantage of our features straight away. We have an easy to use online service that captures the information required.

We fill out the all of the forms for you, so that all you need to do is review and sign them.

What will I need?

If your ISA is already managed by Cofunds, then you will just need your Cofunds customer reference, which you can find on any correspondence that Cofunds has sent you.

If your ISA is with another platform (for example, Fundsnetwork or Skandia) or you bought it directly from a fund manager, then you will need:

You can usually find all of these on the annual statement that your current ISA Plan Manager sends you.

To get started, click on the button below to logon or register on the rplan site.

Transfer an ISA