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:
- the ISA Plan Manager name
- the ISA Plan Manager address
- the customer or account reference that you have with the ISA Plan Manager
To get started, click on the button below to logon or register on the rplan site.Transfer an ISA