Application Forms
Download an application form.
ISA Changes
- ISA savers will be able to invest in two separate ISAs each tax year; a Cash ISA and a Stocks and Shares ISA. These do not have to be invested with the same ISA provider. Mini and Maxi ISAs will no longer exist;
- The annual ISA investment allowance will be increased to £7,200. You can invest up to £7,200 in a Stocks and Shares ISA or, alternatively, up to £3,600 of that allowance can be saved in a Cash ISA with the remainder being invested into a Stocks and Shares ISA;
- All Personal Equity Plans (PEPs) will automatically become Stocks and Shares ISAs.
- Individuals will be able to transfer money saved in their Cash ISA to their Stocks and Shares ISA.
For further information please click here
Downloads
- ISA Application form
(PDF 342KB) - ISA Transfer Application form
(PDF 239KB) - Direct debit
(PDF 45KB) - Simplified prospectus and customer agreement
(PDF 576KB) - Identity verification certificate
(PDF 725KB) - Protecting your personal information
(PDF 1.5MB)
OEIC Funds
- OEIC Application form
(PDF 308KB) - Additional shareholder application form
(PDF 221KB) - Direct debit
(PDF 25KB) - Simplified prospectus and customer agreement
(PDF 1.0MB) - Identity verification certificate
(PDF 72KB) - Protecting your personal information
(PDF 1.5MB)