Help & FAQs

What documentation do I need to provide if I wish to put shares from a savings-related share option scheme or employee Share Incentive Plan (SIP) into my Shares ISA?

Savings-related share option scheme: you must provide a copy of the Notice of Exercise of Option to prove that the shares have been transferred from this type of scheme.

Employee Share Incentive Plan (SIP): you must provide a copy of the 'Shares appropriation notice and certificate of beneficial ownership'. If you have requested that the shares be transferred to you before the official release date, you should also provide a copy of the written direction to the Trustees to release the shares.

Submitted on 18th Feb 2019

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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