
Compare the key features and past performance for each of the funds offered
Listen about how to invest a lump sum in association with the financial times
If you have existing ISAs with another provider you can easily transfer them to us so that all of your ISAs are held in the same place. You can transfer both cash ISAs and stocks and shares ISAs to us from the current tax year and/or previous tax years. Simply download and complete the Selected Investment Fund stocks and shares ISA Transfer Form.
Before applying to transfer your ISA, we strongly recommend you read our Selected Investment Funds Fund Insert, Key Features Document, Product Information, Effect of Charges Insert and Selected Investment Funds Terms and Conditions. Please print and save a copy for your records.
Once you have completed the Transfer Form, send it to HSBC Trust Company (UK) Limited, Frobisher House, Nelson Gate, Commercial Road, Southampton, SO15 9DF. We will then contact your ISA provider and arrange for your investment to be transferred to the Selected Investment Funds stocks and shares ISA. We will sell your existing ISAs and use the cash proceeds to purchase investments in the Selected Investment Funds stocks and shares ISA. Please note that you must be a first direct 1st Account holder to transfer an ISA to the Selected Investment Funds ISA. Stocks and shares ISAs cannot be transferred to cash ISAs.
Our downloads are in a PDF format. To read them you'll need to have Adobe Reader 4.0™ or above, if you haven't it's free and you can get Adobe Reader here.