How can I transfer my client's existing ISA into their Octopus Choice IFISA?

To transfer an existing ISA into your client’s Octopus Choice IFISA, head to the 'My clients' section of your adviser page and click the 'Transfer existing ISA' button next to the client’s name. Then, follow the instructions. 

Remember: The signed ISA transfer form should be sent directly to your client’s current ISA provider.

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