SCM Direct ISA Transfer Authority Form

Administration Address:

Hubwise Securities Limited, Waverley Court, Wiltell Road, Lichfield, WS14 9ET
Telephone: 01283 495245 Fax: 01283 495219
SCM Direct ISA Manager Reference: Z1839
Individual Savings Account (ISA) Transfer Authority Form
SCM Direct has contracted the services of Hubwise Securities Limited as their Custodian and Administrator.
Please accept this ISA Transfer Authority Form as an instruction to transfer the account detailed below to Hubwise Securities Limited.
This ISA Transfer process involves transferring an existing ISA account in cash.
Please ensure all residual cash and dividends are forwarded together with a full closing statement including details of any ISA subscriptions made this tax year.
Please make all cheques payable to Hubwise Securities Limited.
Electronic payments can be made to sort code 55-70-13 and account number 78384710.
We look forward to receiving the transfer in due course.
SCM Direct Account Reference*
Registered Holder's Name*
Permanent Address*
Manager / Provider Name*
Manager / Provider Address
Manager / Provider Reference*
PARTIAL CASH Value to be transferred OR
FULL CASH Value to be transferred
ISA Type (Stocks and Shares or Cash)*
Value of current tax year subscriptions, if any:*
Declarations

Value of current tax year subscriptions, if any:

i) I hereby authorise my existing account manager to transfer my ISA account to Hubwise Securities Limited.

ii) I authorise my existing account manager to provide Hubwise Securities Limited with any information, written or non- written about the ISA account and to accept any instructions from them relating to the ISA account being transferred.

iii) I confirm that the transfer of my account will not change the beneficial ownership from the current holder.
Registered Holder Signature*

Clear
National Insurance Number*
Date of Birth (dd/mm/yyyy)*

DayMonthYear
Date
Date (dd/mm/yyyy)*

DayMonthYear
Date
Should be Empty:

Individual Savings Account (ISA) Transfer Authority Form