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Transfer your ISA to EQi

We are one of the few providers to offer a flexible ISA

EQi benefits

WHY EQI?

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Investing strategies, market news and ideas for your portfolio
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Fund picks for seasoned investors

Emerging Markets, US equities or Asia, we've got 3 starter funds to choose from
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Smoother, faster transfers for our customers

We work with STAR, an initiative which focuses on improving the transfer of savings and investments from one financial institution to another.

At EQi, we are committed to making the transfer of assets into your ISA, LISA, SIPP or dealing account easy and quick.

Investment 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.

EQi 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.

The extent and value of any Lifetime ISA tax advantages or benefits will vary according to the individual's circumstances. The government bonus may also change. Once in the LISA your money is only accessible, in general, when you buy your first home or at age 60.

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EQi® is a trading name of Equiniti Financial Services Limited whose registered office is Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. Equiniti Financial Services Limited is part of the Equiniti Group. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England and Wales with No. 6208699 and is authorised and regulated by the UK Financial Conduct Authority. Equiniti Financial Services Limited is a member firm of the London Stock Exchange. The VAT registration for Equiniti is 915967778.

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Transfer your ISA to EQi

EQi benefits

Insight and articles

Fund picks for seasoned investors

FTSE indices

Smoother, faster transfers for our customers