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Frequently Asked Questions

Find answers to our most frequently asked questions

What is an ISA?

ISA is an Individual Savings Account which is a tax efficient wrapper that allows you not to pay tax on any growth or income you’ve made in investing or saving while your savings or investments remain within the ISA wrapper. The government allows everyone tax resident in the UK a set amount of tax-free allowance within each tax year. If you don’t use all your tax-free allowance for that year, it doesn’t roll over to the next year. You either use the allowance or lose it.
You can read more about ISAs in our dedicated product page or in this article explaining everything you need to know about ISAs.

I already have an ISA, can I open another with you?

Provided you have not opened and or funded a stocks or shares ISA in the current tax year, then you can open a Stocks and Shares ISA with Clim8.

How do I combine/transfer my current Stocks and Shares ISA into a Clim8 ISA?

Contact our support team on support@clim8invest.com, state your current ISA provider name and request transfer-in forms. We will take care of the rest.

How do I complete the ISA transfer form?

We have designed our forms to be simple and easy to complete. You must ensure all your details are correct and up to date when completing the forms. If your details are outdated with your provider that you want to transfer out from; such as your address or name. Please, ensure to update your details with your provider before completing the form otherwise the transfer will not be processed as all your details need to be the same with both providers.  

How long does an ISA transfer take?

Transfers normally take up to 4 weeks. However, this depends on your current provider. We always aim to process transfers as quickly as possible but if your transfer is taking longer than expected, it is a good idea to follow up with your current provider as they may be able to help progress the transfer across.

How do I cancel my Stocks and Shares ISA transfer request?

Contact our support team on support@clim8invest.com and we’ll handle this for you.

With investing, your capital is at risk. For illustrative purposes only and does not constitute investment advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Past performance is not a reliable indicator of future results.

Customer support

Still need help? Contact our customer support team support@clim8invest.com