Approximate Transfer Value ISA Transfer Form?

Hi all, first time transferring an isa and i have a quick question for anyone with experience. I’ve just received my ISA transfer forms and one of the entries states (Approximate Transfer Value) however since i am transferring another stocks and shares isa the value changes every day.

I’m wondering if i should put down the amount I’ve put into the isa as a whole or just the value on the day of filling out the form?


If it’s for historic subscription year(s) then no one will care much - make a wild value guess - as you say it moves intra second away. If it’s current year it’s more important as Freetrade will need to record what you actually paid for the stock(s) to manage current year subscriptions. In either case it’ll be managed for you.

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