A client must be a UK resident in order to hold an ISA with us. We ask that where a client moves abroad, they withdraw their funds from the platform. 

Where the platform has not been updated with the client’s current residency but contributions have continued to take place, these subscriptions will be considered void. We ask that you send us an email to servicecentre@soderbergpartners.com to confirm the client ID, account ID/s, and the date that the client moved overseas. 

Our Service Team will review the case and all being well, we will contact you to request that a withdrawal for the excess amount is instructed via the platform, along with any relevant sales which may be required. We will ensure that any income received from investments bought is identified and removed.