An ISA may only be held in one individual s name.

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1 When we say we or us, we mean Standard Life Investments (Mutual Funds) Limited. Who is this form for? This form is for anyone who wishes to transfer a Stocks and Shares ISA or a Cash ISA from another ISA Manager to a new or existing Stocks and Shares ISA with Standard Life Investments (Mutual Funds) Limited. Filling in this form Before you sign this form you should read the Terms and Conditions and an up-to-date version of the Key Investor Information Document(s) where applicable for each fund in which you want to invest. These documents can be found on or via your financial advisor. An ISA may only be held in one individual s name. If you need any help completing this form, please contact us on Calls may be monitored and/or recorded to protect both you and us and help with our training. Call charges will vary. If you are receiving advice from a financial adviser, you should remember that the financial adviser is acting on your behalf not only by giving you advice, but also regarding completing this form. All applicable sections must be completed; missing information will prevent us from accepting your application. Please use BLOCK CAPITALS to fill in this form. Do not use correction fluid if you make a mistake. If you need to correct a mistake, please initial any changes you make. Please sign and date the declaration and return this form to: Standard Life Investments (Mutual Funds) Limited, PO BOX 12233, Chelmsford, CM99 2EE Financial adviser s details (if applicable) Name of contact Agent code Consultant code (for office use only) Campaign code (for office use only) Part 1 Personal details Existing account number (if applicable) Title Date of birth (DD/MM/YY) Surname First names (in full) Permanent UK residential address (c/o addresses are not acceptable) Postcode Important Please provide your National Insurance Number. This is a HMRC requirement and must be completed. If you do not have one please tick the box to declare this. Home telephone (inc. STD code) National Insurance Number Daytime telephone (inc. STD code) I do not have a National Insurance Number

2 Please give details of the ISA to be transferred. Part 2 ISA transfer details If you wish to transfer from more than one ISA Manager, please print/photocopy this section of the form a separate ISA transfer details section must be completed for each existing ISA Manager. ISA Manager ISA Account Number Tax Years 2 0 to 2 0 or all tax years to be transferred Transfer amount. or ALL Please tick ALL if you wish to transfer all your investments in that tax year. If you have indicated an amount, please give instructions to the ISA Manager named above on which investments are to be transferred. In the case of a Stocks & Shares ISA, transferring investments will mean selling them. ISA Manager s address (in full) Building number Street City/Town County Postcode Telephone number (inc. STD code) I hereby instruct my existing ISA Manager, within 30 days of receipt of these instructions or as soon as reasonably practicable to transfer the proceeds and interest from my ISA to Standard Life Investments (Mutual Funds) Limited, subject to acceptance. I further instruct my existing ISA Manager to provide Standard Life Investments (Mutual Funds) Limited with any information requested in respect of the existing ISA including but not limited to transaction histories and, in the case of a Stocks & Shares ISA, dividend histories and details of the current portfolio and its value. I understand that the cash transferred will be reinvested in accordance with the instructions to Standard Life Investments (Mutual Funds) Limited. Please ensure you sign here or we will have to return your application. Signature Date (DD/MM/YY)

3 Part 3 Your investment Stocks and Shares ISA *If you are using the form to increase your monthly payment please show your new total monthly amount. Please refer to the Fund Information document, which can be found on com, for details of the funds available to you and the fund codes. You can choose to invest in more than one fund. Please show the percentage of the proceeds from your ISA(s) with your existing ISA Manager that you wish to place in each fund. Please ensure that the total percentage amounts add up to 100%. Please note, for each fund there is a minimum lump sum amount. The minimum amounts are provided in the lastest Fund Prospectus of the company. Fund Code Fund Name Share type Inc/Acc Transfer amount % A European Union directive requires fund managers to produce a Key Investor Information Document (KIID) for most funds. This document sets out key information about the fund including the objectives and risks of the fund, what it invests in and its charges. It is important that you read the Terms and Conditions and the KIID(s) before selecting the fund. Please ensure the total percentage adds up to 100%. Total 100% For lump sum investment: For regular monthly investment: I/We enclose a cheque for I/We would like to subscribe* per month until further notice NOTE: For regular monthly investments, please complete the Direct Debit Instruction in Part A.

4 Part 4 Payment details (payments from us to you) Complete this section if you will be taking a regular income from your investment in respect of distributions (for income share classes only) or regular withdrawals (for accumulation share classes only). For security, all payments must be paid to and from the same account. Complete the details below so that payments can be made directly to your bank account where applicable. Please ensure the same bank details are provided for all payments (direct debit or income). I hereby instruct Standard Life Investments (Mutual Funds) Limited to arrange for payments to be paid direct to my bank or building society account, as detailed below: Name and full postal address of your bank or building society Postcode Name of account holder Bank or building society account number Branch sort code Roll no. (if applicable) Regular withdrawals will be taken on the 6th of the month. You will receive each payment around the 15th of the month. Part 5 Regular withdrawal details (accumulation shares only) Complete this section if you will be taking a regular withdrawal from your investment. How often do you want the withdrawal paid? Monthly Quarterly Half yearly Yearly Please indicate the month you would like payments to start from. Date (DD/MM/YYYY) 0 6 Please indicate which funds you wish to make your withdrawals from. You can choose to withdraw a monetary amount, or a percentage of the fund. For example, if you want to withdraw 100 each month ( 1,200 per year) tick the monthly box and write 100 in the Amount box below. If you want to withdraw 6% per year but paid at quarterly intervals, tick the quarterly box and write 6% in the Percentage box below. Fund Code Fund Name Amount Percentage %

5 Part 6 Data Protection and Money Laundering Data Protection Information Personal information provided in connection with your application will be used by Standard Life Investments (Mutual Funds) Limited to set up and administer the account. We may disclose the information collected to other Standard Life group companies, to our third party service providers and, where we consider it appropriate or lawful to do so, to other organisations. If you have appointed a financial adviser, we will give him information about the account and, where appropriate, send copies of correspondence to him to enable him to give you advice. Your information may be held or disclosed in countries outside the European Economic Area which may not have the same standard of data protection laws. Where this occurs, we will take appropriate steps to adequately protect it. We, and the other members of the Standard Life group, would like to contact you from time to time to keep you up to date with special offers, new products and services, newsletters and other promotions. We will never pass your details outside the Standard Life group of companies for marketing purposes. If you do not want to be kept informed, please tick this box If you would prefer to be contacted electronically, please provide your preferred address below If you would like to request a copy of the personal data that we hold about you, please write to the Data Protection Co-ordinator at our Registered Office. We may charge a fee for providing the information. Money Laundering Information To comply with Money Laundering Regulations 2007, we may verify your identity by carrying out an on-line check with a reference agency. Where an on-line check is carried out, the agency will verify your identity against public records and it will also check whether you have a credit history (but it will not disclose any information about your actual borrowings). The agency will add a note to show that an identity check was made to your credit file, but this information will not be available to any third parities. We regret that we cannot offer an alternative unless the on-line check does not confirm your identity, in which case we will carry out a manual check. Part 7 Declaration I declare that: all subscriptions made, and to be made, belong to me; I am 18 years of age or over; I understand that I can access the Key Investor Information Documents (KIIDs) for my chosen funds (where available) from the standardlifeinvestments.com website or by calling Standard Life Investments (Mutual Funds) Limited. I have regular access to the internet and can access to obtain the Terms and Conditions and the KIID documents mentioned above and agree to the provision of this information via this medium or have otherwise been provided with paper versions of these documents. I have not subscribed and will not subscribe more than the overall subscription limit in total to a Cash ISA and a Stocks and Shares ISA in the same tax year. I have not subscribed and will not subscribe to another Stocks and Shares ISA in the same tax year that I subscribe to this Stocks and Shares ISA. I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Standard Life Investments (Mutual Funds) Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties. I understand that Standard Life Investments (Mutual Funds) Limited can accept no responsibility for any losses incurred as a result of a delay in the submission of this application.

6 Part 7 Declaration (continued) I authorise Standard Life Investments (Mutual Funds) Limited on my written request to transfer or pay to me as the case may be, ISA investments, interest, dividends, rights or other proceeds in respect of such investments or any cash. I have read the Data Protection Notice and I agree that my personal data may be used for the purposes described (subject to me exercising my right not to be contacted with details of other products and services). I authorise Standard Life Investments (Mutual Funds) Limited: To hold my cash subscriptions, ISA investments, interests, dividends and any other rights or proceeds in respect of those investments and any other cash; To make on my behalf any claims to relief from tax in respect of ISA investments; and On my written request to transfer or pay to me as the case may be, ISA investments, interest, dividends, rights or other proceeds in respect of such investments or any cash. Before you sign this form you should read the Terms and Conditions and an up-to-date version of the Key Investor Information Document(s) where applicable for each fund in which you want to invest. These documents can be found on or via your financial advisor. I agree to the ISA terms and conditions. I agree and understand that Standard Life Investments (Mutual Funds) Limited may use the Delivery versus Payment exemption as detailed in the Terms & Conditions. I authorise Standard Life Investments (Mutual Funds) Limited to carry out electronic identification checks if required. I declare that the information given is correct to the best of my knowledge and belief and that I will inform Standard Life Investments (Mutual Funds) Limited of any change in the information given. I have read the Data Protection and Money Laundering and Declaration overleaf and above. Check that you have completed ALL applicable sections of the application form. Please ensure you have completed and signed Part 2 separately for each ISA manager that you are transferring from. Please ensure you sign here or we will have to return your application. Signature Date (DD/MM/YY) Customer(s) with no financial adviser. Unless indicated otherwise Standard Life Investments (Mutual Funds) Limited will assume you received no financial advice from a professional financial adviser in respect of this investment. Please tick here if you received financial advice. Useful information Mail your form to: Standard Life Investments (Mutual Funds) Limited, PO BOX 12233, Chelmsford, CM99 2EE Standard Life Investments Limited is registered in Scotland (SC123321) at 1 George Street, Edinburgh EH2 2LL. Standard Life Investments Limited is authorised and regulated by the Financial Conduct Authority. Calls may be monitored and/or recorded to protect both you and us and help with our training Standard Life, images reproduced under licence INVBMF_14_1142_ISA_Transfer_Form_TCM 0715

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