Forms

Share Account forms

Share Account application

Adding a second person to your account

Individual Savings Account (ISA)

ISA application

ISA transfer

Consolidating my existing ISAs

Investment Club Account

Investment Club Account application

Junior Investment Account (JIA)

Junior Investment Account application

Child Trust Fund (CTF)

CTF application

CTF – transfer pack

CTF – setup Regular Investing Service – registered contact

CTF – changing the registered contact

CTF – setup Regular Investing Service – friend or familly

CTF – changing your Stakeholder Account to a Child Investment Account

CTF – changing your Child Investment Account to a Stakeholder Account

Other forms

advice registration form>Advice registration

SIPP Share Dealing Account – call us free on 0800 800 008 for an application pack

Money in and out

Register or amend your bank account details

Pay your dividends direct to your bank or building society

Setup Regular Investing Service

Managing your investments

Adding Share Certificates to your account

Transferring investments to your account

Purchase investments by post

Sell Share Certificates by post

Gift shares or transfer cash to another person

Gift shares or cash to the ShareGift scheme

Managing your account

Change of address

Third party mandate

W-8BEN certificate of foreign status of beneficial owner for U.S Tax withholding

Complex investments risk warning notice

Funds key features

Funds key features


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