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Search: Posts Made By: englishguygoinghome
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Replies: 26
Views: 5,455

Re: Financial requirement Bonds and Shares

That's really up to you. You have a printed copy of the guidance which clearly states that a cash account in a stocks & shares ISA is OK, you can highlight that and include it with the application....
Replies: 26
Views: 5,455

Re: Financial requirement Bonds and Shares

It's up to you. You've found the relevant bit of the guidance and the important thing is that they are in cash, whether or not they are in an investment ISA wrapper is immaterial (and in a few weeks...
Replies: 26
Views: 5,455

Re: Financial requirement Bonds and Shares

I'd she with you on that point v87! The big question is: are the savings a) in cash in your isa or b) in other instruments in your isa.

If it's a) then you need a clear explanation in a letter you...
Replies: 26
Views: 5,455

Re: Financial requirement Bonds and Shares

The "requirements above" being 7.4.3 which includes


Were the funds held as cash within you stocks & shares ISA or were they still in other investments within that ISA?
If they were in cash then...
Replies: 26
Views: 5,455

Re: Financial requirement Bonds and Shares

The money needs to be in cash on the day of application. A cash isa is ok but an investment isa is not.

Note: it is OK to keep the funds in an investment isa or any other investment form for the...
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