ISA Systems & Processes

How long can an ISA transfer out take once we've received the request?

(a)  

What form is used to request an ISA transfer in from a Stocks and Shares Lifetime ISA elsewhere to a Lifetime ISA with Skipton?

• Lifetime ISA Transfer Authority form

• Cash ISA Transfer Authority form

• Stocks & Shares Transfer Authority form

• Lifetime ISA Application form

True or False - If a customer initiates a cash ISA transfer in online, from an electronic provider, they don't need to fill in a transfer authority form.

• True

• False

What type of ISA transfer always requires a physical transfer authority form to be filled in?

• Electronic

• Automatic

• Manual

• Online

Mr Cook has a remaining ISA allowance of £20k. He then transfers £10k of previous years ISA subscriptions from Barclays to Skipton. What is his remaining allowance?

• £0

• £10k

• £20k

• Unlimited

What's the website used to pass security with other ISA providers?

(a)  

If a customer calls looking to transfer their cash ISA from Barclays to Skipton, what should we be suggesting?

• The customer can send the funds directly by bank transfer

• We can send the ISA transfer authority form

• Take a card payment from the customer

• We can send the ISA amalgamation/revalidation form

How many days can a stocks and shares ISA transfer take?

(a)  

How soon do we aim to complete cash ISA transfers in?

(a)  

SBS was established in what year?

(a)