RE: Broken broker12 Feb 2022 13:42
Hi Tradecraft, I didn't have a case number I communicated it all via secured conversations with the corp actions team .... however as indicated the reason I was given was that it wasn't 'allowed' under the offer rules rather than it wasn't possible due to accounts operating on different platforms as you've been told..... I made a comment to the effect that it appeared I wouldn't be having this difficulty/disadvantage if my accounts were with any number of alternate brokers who seemed both willing & able to offer the ISA entitlement in a trading account held by that qualifying person & therefore it wasn't being 'transferred' to anyone else & that an inconsistent interpretation of the offer rules can't be correct in both instances ..... I note others also seem to be encountering 'other' difficulties depending on who they're with as well from as blunt responses such as 'we don't service' open offers to just inexplicable .... so for me I guess I've been fortunate to the extent my broker appears to have revisited their interpretation of the offer rules ..... assuming of course (SP action dependent)I decide to take up the offer before Tues SP action Monday could be key eh!!