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Cobens Direct
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  3. Query on ISA transfer in.

Query on ISA transfer in.

Scheduled Pinned Locked Moved Investments and Portfolios
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  • S Offline
    S Offline
    Sprouty
    wrote on last edited by
    #1

    Morning all

    About a week ago I added a transfer in request to my ISA account to bring in a cash ISA held with Virgin Money. That request is now showing as "Form Sent to Client". Is this a pysical form of some sort as as far as I can see I have not received and documents by email. Is it snail mail?

    Also, I need to sort out the JISA held for my son. If her were to open a new account in his own name do we still need to use the old PH2607 referral code?

    Cheers

    Russ

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    • S Offline
      S Offline
      Sprouty
      wrote on last edited by
      #2

      I must admit I was kind of expecting some sort of response to this query from someone at Cobens. Is this in the wrong place?

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      • M Offline
        M Offline
        mikeiow
        wrote on last edited by mikeiow
        #3

        Can’t disagree, but have you tried emailing them directly?
        For specific detail like this, that makes more sense than the public forum.
        Do you have @Nik-Burrows email address?

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        • A Offline
          A Offline
          Adam Kay
          Global Moderator
          wrote on last edited by
          #4

          Hi Russ,

          Code is noted thanks. Regarding 'forms' please email support@cobensdirect.co.uk and someone will definitely get back to you. It is sometimes unclear who the client is from the forum user name-although I do recall the connection with your user name I can't recall your surname 🙂

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          • S Offline
            S Offline
            Sprouty
            wrote on last edited by
            #5

            Thanks for the replies and sorry I missed your call earlier Adam. I'll give you a bell in the morning. Cheers all, have a good evening.

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