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SupportStocks & Shares ISAWhich personal information needs to match when transferring an ISA between providers?
Which personal information needs to match when transferring an ISA between providers?
When transferring your ISA from or to another provider, certain personal details must match exactly across both accounts.
- Transfer requests may be rejected if there is a discrepancy in any of the following:
- Full Name
- Residential Address (including postcode)
- Date of Birth
- National Insurance Number (NINO)
To prevent delays or rejections:
- Please ensure your account information is up to date and identical with both MEXEM UK and your existing ISA provider. If there are any mismatches, update the relevant records before submitting your transfer request.
