Date:
Dear Sirs,
Client Name / ISA No.NINO / DOB
Please find attached a signed Transfer Authority from the above client requesting the immediate transfer of their ISA into the ISA of which the Plan Manager is Praemium Administration Limited.
In accordance with the instructions below, please sell the assets within the plan and remit the proceeds together with your ‘Transfer Out Form’ at your earliest convenience to ‘Praemium Administration Ltd, PO Box 60294, London, EC2P 2DL’ quoting the client’s new ISA Number with us.
Payment must be made either by Cheque or Electronic Transfer into the below account quoting the above client ISA number.
Bank Name / Account Name / Account Number / Sort CodeHSBC Bank Plc / DPS Client Account / 93674878 / 40-05-30
Any residual income of more than £25.00 will be accepted and should be paid to the account detailed above.Any residual income payments of less than £25.00 should be forwarded directly to the client rather than to PraemiumAdministration Limited - payments received of less than £25.00 will be returned.
If the request is for an In Specie transfer please contact the Client Services Team using the details below.
For your records our HMRC ISA Plan Manager Reference is Z1689.
Should you require any further information, please contact our Client Services Team on 0844 801 0700 during office hours or by emailing .
Yours faithfully
Debbie Conley
Client Manager
Praemium Administration Ltd
Transfer Authority
Client NameClient Address
ISA Account Number
Transfer Type / Full TransferPartial Transfer / Partial transfer amount / £
I authorise you as my current ISA Manager to transfer my ISA account noted above to my new ISA Manager, Praemium Administration Ltd with any information, written or non-written, as required in order to progress the transfer without delay. Please liquidate the assets held within my ISA(s) and remit the proceeds directly to them in accordance with the details above.
Signature Date
Praemium Administration Ltd:4th Floor Suite 643-659 Salisbury House London Wall London EC2M 5QQ
T: +44 (0)844 801 0700 F: +44 (0)207 562 2451 E:W:
Registered Office Address:4th Floor Suite 643-659 Salisbury House London Wall London EC2M 5QQCompany Registration No. 06016828 (England and Wales) VAT No. 100 1037 06 Praemium Administration Ltd is authorised and regulated by the Financial Conduct Authority under reference 463566