Transfer to Us and Receive up to £500

Transfer to Us and Receive up to £500

Transfer your current ISA, Personal Pension or General Investment Account to us by 31st December 2016 and we’ll thank you with a gift of up to £500.

Why Transfer

  1. See all your investments in one place and get them working towards your goal
  2. Support is available on the phone 8am-8pm weekdays
  3. It’s simple. Download the form, fill it in, return it and we’ll do the work for you
You Transfer Your Gift
£5,000 – £24,999 £20
£25,000 – £49,999 £50
£50,000 – £99,999 £100
£100,000 – £149,999 £250
£150,000+ £500

How to Transfer

If you wish to transfer your investment to True Potential Investor, visit, read the terms and conditions, and download the forms you need.

Once we receive your form, we’ll transfer your investment as directed and let you know when it’s in your account.

Download a Transfer Form

Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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