Transfer an ISA or PEP

To transfer an ISA or PEP account to Pilling & Co, simply complete the Transfer Form below.

Please ensure that you complete all sections of the form to enable us to process your application as swiftly as possible.

If you are not an existing client of Pilling & Co, you will also need to provide verification of identity documentation, details of which are on the Transfer Form. For existing clients the firm may conduct an online identity verification check.

To simply deal with no advice, please send the Application Form and any required identity documentation with either a cheque payable to Pilling & Co Stockbrokers Ltd. or Share Certificates with signed transfers (Crest Transfer Form). If you wish us to contact you before dealing please indicate this with your application and our dealing department will be happy to call you and discuss your requirements.

Feel free to call us with any questions you may have on 0161 819 4850 between 8.00am and 5.15pm on any business day when there is always somebody here to help you.