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Forum: USA
Mar 28th 2019, 12:51 pm
Replies: 14
Views: 1,225
Posted By Chris_NYC

Re: Stocks and Shares ISA

Here is a response from AJ Bell: "as a business, we have decided not to offer ISA or Dealing accounts for US citizens or US residents due to increased running costs" and "it is possible to transfer...
Forum: USA
Mar 4th 2019, 10:07 pm
Replies: 14
Views: 1,225
Posted By Chris_NYC

Re: Stocks and Shares ISA

See the 2012 UK-US FATCA agreement (Annex II) for exempt products (including ISAs). (I'm new to the forum so I can't post the url but the agreement is on the Treasury.gov website).

Although not...
Forum: USA
Mar 4th 2019, 9:23 pm
Replies: 14
Views: 1,225
Posted By Chris_NYC

Stocks and Shares ISA

I am a US resident with a legacy UK Stocks and Shares ISA with underlying OEIC investments. The ISA provider has recently changed its policy and now requires US Persons to sell or transfer all OEIC...
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