First you’ll need to complete and return the Lifetime ISA application form. Take care to fill in page 3 which deals with transfers.
You can only transfer cash into a Lifetime ISA. If you have any investments, you’ll need to sell them to enable the transfer. You can repurchase them in your new EQI Lifetime ISA.
We'll let you know once your Lifetime ISA is open, and you can recommence saving and investing.
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.
*Correct October 2020