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Clerical Medical launches Isa review and transfer kit

Clerical Medical has launched an Isa transfer kit for advisers to manage their clients investment.

The tool is designed to offer advisers a number of aids to make investment easier. Facilities include a step by step guide to Isa transfer analysis, fund flyers to explain certain sectors and fund factsheets.

IFAs will have to download the material and send completed forms back to Clerical Medical.

Clerical Medical managing director John Van Der Wielen says: “The Clerical Medical Isa transfer kit provides a wealth of support materials to help IFAs review their clients Isas in a timely and efficient way.”


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