Step-by-Step Guide to transferring your ISA

Transfer your ISA to Interactive Investor for our low-cost, award-winning service and we'll give you up to £200 in cash.

Step One: Open an ISA Account

1. Register with Interactive Investor
2. Go to the Open an ISA account page
3. Apply for an account - this should only take five minutes
4. For your security, we'll then send you your account password
5. Once you've received your account password, activate your account

NB: Existing Funds or Trading account customers can simply log into their account and select the Manage my Account option to Add an ISA Account.

Step Two: Transfer your ISAs to us

1. Login to your ISA account
2. Select the Manage my Account option
3. Select the Transfer To Us option
4. Select the Transfer from another ISA Manager form and print it out
5. Write the code 'TRANS10' on the top of the form
6. Complete the form and return it to the quoted address

Step Three: We'll give you up to £200 in cash

1. Once you've transferred your ISAs we'll calculate your cash back
2. We'll then pay this amount (based on 0.5% of the value of your transfer, to a limit of £200) direct into your account
3. Please remember to write the code 'TRANS10' to benefit from this offer

Step Four: Continue investing with our award-winning service

• Over 1,700 funds to choose from - save up to 100% on initial fund fees
• Buy new shares for just £1.50 with Portfolio Builder
• Regular investment plans for funds and share dealing
• Investment Ideas and trading research to support your decisions

Terms and conditions of incentive

The cash offer is equal to 0.5% of the value of your transfer, up to a maximum of £200. In order to qualify for the incentive you must write TRANS10 on the top of the transfer forms. The transfer value of a cash transfer is the value of the cash transferred to us. The transfer value of an in specie (where shares are transferred from one account to the other) is the value of the shares when they are transferred to the Interactive Investor systems based on the closing price of the share on that date. The offer closes on 30 September 2009. To be eligible for the offer we must receive your transfer forms before 17:00 on 30 September 2009. Only one cash payment of up to £200 will be made to each person during the period of this incentive.

Please note, past performance of an investment is no guide to its performance in the future. Investments, or income from them, can go down as well as up. Interactive Investor Trading Limited trading as "Interactive Investor" is an independent intermediary authorised and regulated by the Financial Services Authority (FSA registration number 190551). The Interactive Investor Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England No.3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager. Interactive Investor is the trading name of Interactive Investor Trading Ltd, an independent intermediary authorised and regulated by the Financial Services Authority.