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Using this option shares do not need to be sold and bought back within the ISA wrapper. However, shares can only be deposited within 90 days of exercising the option to purchase the shares.
By transferring the shares into a Direct Trader ISA you could benefit from:
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- Low account management fees - the most you will pay is £60 + VAT per annum
- Lower dealing fees - trade online for a flat rate of £15 per trade
- Trade online and over the phone
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To transfer shares for a maturing approved employee share scheme into your Direct Trader Self-Select ISA send us:
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- A covering letter including your name, address and Self-Select ISA account number
- The relevant shares
- Evidence that the Sharesave option was exercised or shares were released within the last 90 days (e.g. please enclose a dated Notice of Exercise confirmation)
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Return the documents to:
Direct Trader
FREEPOST NEA 15919
PO Box 549
Leeds
LS1 1YZ
Please note that you may wish to send this by Royal Mail Special Delivery.
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| Call us on 0870 60 65 023 Monday to Friday 8am to 6pm**. |
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** Maximum call charge from a BT landline is 8p per minute for 0870 numbers. Calls from other networks may vary. Calls may be recorded.
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