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How do I transfer an existing ISA to Kuflink?

You can transfer an existing ISA held with another provider into your Kuflink IF-ISA.

To get started, log in to your Kuflink account, head to the Transfer ISA In page and follow the steps on screen to provide your transfer details.

Once completed, you will receive an email from DocuSign asking you to review and sign your Transfer Authority Form. Once signed, the form will automatically be submitted to us.

We will then contact your existing ISA provider and manage the transfer process on your behalf. We will keep you updated on the progress of your transfer along the way.

Once the transfer has been completed and the required information has been received from your existing provider, the transferred funds will be made available in the appropriate wallet for you to invest through your Kuflink IF-ISA.