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SP

Sarah Patel

adviser

Cases/ISA Transfer

Ms Amira Khan

Case
ISA-1045
Adviser
Sarah Patel
Firm
Chewie Wealth Management
Value
£76,000
SLA TodayBlocked
Stage 4 of 11
27% complete
Key dates
18 Oct 2026
Opened
20 Oct 2026
Discovery meeting
21 Oct 2026
Fact find
27 Oct 2026
Transfer authority due

11 stages · 3 complete, 8 to go

4

Transfer authorityiEngine: Pension Lab (letter of authority) (demo).

Send a transfer authority to each ISA manager and collect the ceding ISA details as they come back.

✓1 manager response received

Information is collected through the letter of authority (LOA) provider. Chase any provider that has not yet responded.

  • Hargreaves Lansdown · HL-778899

    HL Stocks & Shares ISA · Stocks and Shares ISA

    Requested 18 Oct 2026

    Last chased 25 Oct 2026

    Chased
Files for this stage0

No files on this stage yet. Anything added here also appears in the case's Files.

1 provider response(s) outstanding.
From the client4 of 4In Storyline
  • Photo ID18 Oct 2026
  • Proof of address19 Oct 2026
  • Signed ISA transfer authority20 Oct 2026
  • Latest ISA statement21 Oct 2026
Files0Case storage

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Internal. Never shown to the client.
  1. 26 Oct 2026

    Amira Khan· client

    18:59

    HL said they posted the transfer authority last week. Has it arrived?

    During Transfer authority

  2. 18 Oct 2026

    Case created

    23:47

    ISA-1045 · Ms Amira Khan · ISA Transfer

    Sarah Patel