Investors

RETAIL INVESTMENT

• How do I transfer my IFISA to another provider?
• How do I verify my bank details?
• Is my money in the IFISA still in the tax-free wrapper?
• How do I get my statements to submit my tax return?
• How long will I be able to access my account for?
• Have I lost money on my investment?
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Investor Accounts

• How can I close my account?
• What should I do if I forget my password and PIN?

Interest Payments

• Am I liable for tax on the interest I receive?

Innovative Finance ISA (IFISA)

• What is the PSA (Personal Savings Allowance)?
• Do I need to report my Innovative Finance ISA interest on my tax return?