To transfer an existing ISA into your Zurich Stocks & shares ISA, simply download and complete the form.
Your transfer will automatically be invested into your current Zurich fund. If you want to review your fund choice, please log in to your Zurich Stocks & shares ISA once the transfer has been completed.
You'll need to print and complete this form. Then, you can either scan and email it back to us at firstname.lastname@example.org or post it back to us at:
Zurich Portfolio Team
PO Box 1200
If you need any further information, call us on 0345 608 0014.
Lines are open Mon-Fri 8am-6.30pm and 9.30am-12.30pm on Saturdays. We may record or monitor calls to improve our service.
If your existing ISA is a Cash ISA, you need to be aware of the extra risks involved when transferring to a Stocks & shares ISA.