Transfer ISA Form

Kuflink Ltd

21 West Street

Gravesend, Kent

DA11 0BF

T: 01474 334 488

isa@kuflink.com

www.kuflink.com

Transfer Your ISA To Kuflink

Data: 18 january 2021

Thank You for Starting ISA Transfer Process.

Please find enclosed a copy of the Transfer Authority Form. Please complete and check the details are correct, provide your signature where indicated and post the completed form to:

ISA

Kuflink Ltd

21 West Street

Gravesend, Kent

DA11 0BF


If you have any questions, please feel free to contact the team on isa@kuflink.com.

Kind regards,


The Kuflink Team

Kuflink Ltd (Registration Number: 08460508) is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 724890).

Kuflink Ltd is not covered by the Financial Services Compensation Scheme.

Kuflink Ltd has its registered office at 21 West Street, Gravesend, Kent DA11 0BF.

Section 1: Your details:

Rawinder Binning

Date of Birth: 17/07/1974

National Insurance Number: JA702982B

Address

The Haven, Brimstone Hill
Meopham
Kent
DA13 0BN

Contact number

07970427110

Section 2: Details about your existing provider

Name of existing provider:
Account Reference Number:
Address of existing ISA provider:

Section 3: Transfer instruction

Before you transfer, get in touch with your existing ISA provider(s) to see if there are any penalties or costs associated with the transfer. If there are, make sure you're comfortable with these before continuing.

Make sure you do not withdraw any of your ISA to your bank account. Doing so would mean you would lose the tax benefits of the ISA wrapper. We'll handle the transfer for you, so you don't need to remove any funds from your ISA.

Section 4: Details about the ISA you wish to transfer

What type of ISA do you wish to transfer?:

Account Name: Kuflink Ltd CA

Account Number:20731834

Sort Code: 23-05-80

Reference: RB62-ISA

Our HMRC ISA Manager reference is Z1943 and the address for cheques is:

Kuflink Ltd, 21 West Street, Gravesend, Kent, DA11 0BF.

Cheque made payable to Kuflink Ltd, re: "R Binning"

Please select one of the following options to confirm how much you wish to transfer:

£
£
£

Section 5: Transfer authority

I authorise
as specified above to transfer to Kuflink Ltd the ISA in cash
from account
and to provide Kuflink Ltd with any information about my ISA and to accept

any instructions from them relating to the ISA being transferred.

Section 6: Choose your IF-ISA Term with Kuflink (Tick one only)

Section 7: Transfer acceptance (to be filled in by Kuflink Ltd)

We, Kuflink Ltd, are willing to accept this ISA transfer in line with the customer’s instructions above, as long as the following conditions are met.

  • The transfer proceeds are made up of cash deposits only
  • We must receive the transfer proceeds within 15 business days of the date below
  • Where the customer has shown above that they want to transfer subscriptions from the current tax year, these must not be more than the current ISA subscription limit

We must receive all residual income payments no later than 12 months after the date of transfer. Any residual payments after this must be paid away to the customer.

For the purposes of the transfer of the ISA wrapper under the ISA regulations, the date shown below will be the transfer date.

Kuflink Ltd (Registration Number: 08460508) is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 724890).
Kuflink Ltd is not covered by the Financial Services Compensation Scheme.
Kuflink Ltd has its registered office at 21 West Street, Gravesend, Kent DA11 0BF.

Kuflink Ltd

21 West Street

Gravesend, Kent

DA11 0BF

T: 01474 334 488

isa@kuflink.com

www.kuflink.com

Transfer Your ISA To Kuflink

Data: 18 january 2021

Thank You for Starting ISA Transfer Process.

Please find enclosed a copy of the Transfer Authority Form. Please complete and check the details are correct, provide your signature where indicated and post the completed form to:

ISA

Kuflink Ltd

21 West Street

Gravesend, Kent

DA11 0BF


If you have any questions, please feel free to contact the team on isa@kuflink.com.

Kind regards,


The Kuflink Team

Kuflink Ltd (Registration Number: 08460508) is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 724890).

Kuflink Ltd is not covered by the Financial Services Compensation Scheme.

Kuflink Ltd has its registered office at 21 West Street, Gravesend, Kent DA11 0BF.

Section 1: Your details:

Rawinder Binning

Date of Birth: 17/07/1974

National Insurance Number: JA702982B

Address

The Haven, Brimstone Hill
Meopham
Kent
DA13 0BN

Contact number

07970427110

Section 2: Details about your existing provider

Name of existing provider:
Account Reference Number:
Address of existing ISA provider:

Section 3: Transfer instruction

Before you transfer, get in touch with your existing ISA provider(s) to see if there are any penalties or costs associated with the transfer. If there are, make sure you're comfortable with these before continuing.

Make sure you do not withdraw any of your ISA to your bank account. Doing so would mean you would lose the tax benefits of the ISA wrapper. We'll handle the transfer for you, so you don't need to remove any funds from your ISA.

Section 4: Details about the ISA you wish to transfer

What type of ISA do you wish to transfer?:

Account Name: Kuflink Ltd CA

Account Number:20731834

Sort Code: 23-05-80

Reference: RB62-ISA

Our HMRC ISA Manager reference is Z1943 and the address for cheques is:

Kuflink Ltd, 21 West Street, Gravesend, Kent, DA11 0BF.

Cheque made payable to Kuflink Ltd, re: "R Binning"

Please select one of the following options to confirm how much you wish to transfer:

£
£
£

Section 5: Transfer authority

I authorise
as specified above to transfer to Kuflink Ltd the ISA in cash
from account
and to provide Kuflink Ltd with any information about my ISA and to accept

any instructions from them relating to the ISA being transferred.

Section 6: Choose your IF-ISA Term with Kuflink (Tick one only)

Section 7: Transfer acceptance (to be filled in by Kuflink Ltd)

We, Kuflink Ltd, are willing to accept this ISA transfer in line with the customer’s instructions above, as long as the following conditions are met.

  • The transfer proceeds are made up of cash deposits only
  • We must receive the transfer proceeds within 15 business days of the date below
  • Where the customer has shown above that they want to transfer subscriptions from the current tax year, these must not be more than the current ISA subscription limit

We must receive all residual income payments no later than 12 months after the date of transfer. Any residual payments after this must be paid away to the customer.

For the purposes of the transfer of the ISA wrapper under the ISA regulations, the date shown below will be the transfer date.

Kuflink Ltd (Registration Number: 08460508) is authorised and regulated by the Financial Conduct Authority (FCA Registration Number: 724890).
Kuflink Ltd is not covered by the Financial Services Compensation Scheme.
Kuflink Ltd has its registered office at 21 West Street, Gravesend, Kent DA11 0BF.