Pro-forma GIA to ISA Transfer Authority – Investor
(not to be sent to Novia)
This authority is for Adviser records only and cannot be sent to Novia as an instruction.
Advisers should complete the GIA to ISA Transfer Authority form should they wish to
complete this transfer.
New Investment for the tax year ending 20
Additional Investment into ISA number
For the tax year ending 20
1 Investor Details for ISA
If you are an existing Novia Investor, please include your Novia Investor number here
Title
Surname
Forename(s)
Date of Birth
National Insurance Number
2 GIA to ISA Payment Instructions
Payment from GIA: Please sell down and transfer the investment amount of
Facility within GIA account number
£
From the Cash
Held in the name of
I authorise my Adviser to instruct Novia to proportionately sell down sufficient funds to complete this transfer.
If your Adviser does not require Novia to proportionately sell down, please tick here
And ask them to place the required sales online.
Once there is sufficient Cash available, Novia will transfer the requested amount across to the ISA at the
earliest opportunity. Please allow time for non-daily dealing assets to trade.
Novia will not be liable for sell instructions that do not meet the expected value due to Fund charges, unit
rounding of the disinvestment or conversions of assets.
Novia will not be liable should a Discretionary Fund Manager realign the portfolio or if a periodic rebalance
occurs.
3 Client Declaration
I consent to my Adviser instructing the withdrawal from the GIA shown in Section 2 for the year stated on this
application. All holders are required to sign. I understand that this is not the instruction, and that the
instruction will be submitted on my behalf to Novia by my Adviser.
Signature of GIA holder(s)
Applicant Signature
Date
Applicant Name
Applicant Signature
Date
Applicant Name
Note to Advisers: This document cannot be sent to Novia as an application form or Instruction.
PGIA-0215