Transferring funds in and out of Octopus AIM Inheritance Tax ISA

If your client is transferring funds from another provider into our Octopus AIM Inheritance Tax ISA, we expect to receive the funds from the transferring provider within 30 days following our initial request, but this can be quicker.

If your client is transferring funds out of our Octopus AIM Inheritance Tax ISA, once the transfer request has been processed, the funds will be sent to the new provider within 14 days if it is a cash transfer and within 30 days if it is an in specie transfer (stocks and shares).

If you have any further questions with regards to your client's recent transfer request, you can send us a message by closing this article and pressing "Ask" above or either call our support team on  0800 316 2067 or email us at support@octopusinvestments.com.