Partial Cash JISA transfers are permitted, subject to the following requirements:

• The request must be submitted via the Service Centre 
• Advisers must complete and submit the manual JISA transfer form JISA Manual Transfer Form – Söderberg & Partners Wealth Management

Important rules

• If a partial transfer is requested, all current tax year subscriptions must be included in the transfer
• The client must not exceed the annual subscription allowance across both Cash and Stocks & Shares JISAs combined

Key points to remember

• Partial transfers cannot be submitted through the standard platform journey
• All partial transfer requests must be handled manually via the Service Centre
• Ensure no current tax year subscriptions are excluded
• Always check the client remains within their annual allowance
• We do not support partial in specie JISA transfers.

Summary