BP Individual Savings Accounts (ISA) 2014/15 Tax Year Application Form

Size: px
Start display at page:

Download "BP Individual Savings Accounts (ISA) 2014/15 Tax Year Application Form"

Transcription

1 HGCRPG BP Individual Savings Accounts (ISA) 2014/15 Tax Year Application Form Notes on completing this form Please read the BP Corporate ISA Brochure and Corporate ISA Terms and Conditions before completing this form. This application form should be completed for new investments into a BP Corporate ISA. Investments can be funded by cash, direct transfer of shares through an employee share scheme or by using BP shares you already own. The BP ISA to which this Application Form refers is a stocks and shares ISA. If you are applying for a BP ISA, then you should not subscribe to another stocks and shares ISA with either HSBC or another ISA manager in the current Tax Year. Please send completed applications to: HSBC Trust Company (UK) Limited, PO Box 6189, Coventry CV3 9HS. If you have not previously provided evidence of identity and address to HSBC Trust Company (UK) Limited or HSBC Bank plc, you may be required to provide initial or additional evidence of identity and/or address before we can process your application. If required, you can take this form to your local HSBC Bank branch, together with one form of identification and one form of address verification. If you have any queries about completing this form, please call us on (textphone ). Lines are open 8am to 6pm Monday to Friday (excluding public holidays). To help us continually improve our service and in the interests of security, we may monitor and/or record your communications with us. Please complete in BLOCK CAPITAL letters 1. Personal Details Please refer to the Your Information section in the Corporate ISA Terms and Conditions which will explain how we will use this information. Title Mr Mrs Ms Miss Dr Other Surname Forename(s) Permanent Residential Address Postcode Daytime Telephone Number Date of Birth D D M M Y Y Y Y Nationality If multiple nationalities are held, please provide details of other nationalities. Do you have a National Insurance (NI) Number? Yes No If you have a temporary National Insurance Number please tick No If yes you must enter it here* *You should be able to find your NI Number on a payslip, form P45 or P60, a letter from HM Revenue & Customs, a letter from the Department for Work and Pensions, or a pension order book. If you are an Employee of BP please enter your employee number here If you are a Director of BP, a Director s Spouse or a connected person please tick this box Account Number of any Corporate ISA currently held with HSBC Trust Company (UK) Limited (This appears on your Statements) * 6

2 2. Investment Details I apply to subscribe to a BP stocks and shares ISA for the Tax Year ending 5 April 2015 only Please choose how you wish to invest by ticking option A, B, C or a combination of these options. A. Direct transfer of Shares from an HM Revenue & Customs Approved Share Scheme Please enter the number of shares you wish to invest If you wish to invest the maximum subscription please write Max Sub. If you wish to invest less than the maximum subscription please write the number of shares you wish to invest; or Please enter the value you wish to invest Please complete the Employee Direct Transfer Form (attached) and enclose a cheque for 7.20 made payable to HSBC Trust Company (UK) Limited (re: name of investor) together with a copy of your Notice of Exercise or other proof of emergence from an HM Revenue & Customs Approved Share Scheme. All cheques must be drawn on an account in the name of the applicant. B. Share investment Please indicate the amount you wish to invest I hereby instruct you to arrange the SALE of sufficient shares to raise the net proceeds for the amount indicated or, if less, the net proceeds of the sale of the shares presented by the enclosed certificate(s). I understand that any unsold shares will be returned to me in the form of a balance certificate. Please complete the Sale Request Form (attached). C. Cash investment Please indicate the amount you wish to invest Please enclose a cheque made payable to HSBC Trust Company (UK) Limited (re: name of investor) for this amount. All cheques must be drawn on an account in the name of the applicant. Please enter the number of share certificates that you are enclosing and the total number of shares they represent. Number of share certificates Number of shares Income Instruction (to be signed by applicant) To be completed if you wish to have income paid out. Please note income payments can only be made to the person applying for this product. We cannot allow third party payments. Payments will be made direct to your bank account. Please do not detach from application form. Bank/Building Society Address Name(s) in which account is held Postcode Sort Code Account Number Roll number (for Building Society accounts only) Instruction to the ISA Manager Please forward all income payments in respect of my ISA to the bank account detailed on this Income Instruction. Signature Date D D M M Y Y Y Y Must be signed by the ISA investor Please ensure you sign and date the declaration In order to speed up the processing of your application form please provide one of the following (if investing through a Direct Transfer of Shares): Notice of Exercise of Option (SAYE Schemes). Notice of the award for free, partnership and/or matching shares or a notice of the acquisition of dividend shares (Share Incentive Plans). If you are unable to provide any of the above we may need to check with your Share Scheme that the shares originated from an HM Revenue & Customs Approved Share Scheme, which may delay the processing of your application.

3 3. Declaration I apply to subscribe to an Individual Savings Account of the type indicated in Section 2 of this application form for the Tax Year ending 5 April 2015 only. I declare that: I am 18 years of age or over. 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 HSBC Trust Company (UK) 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 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. Where shares are being transferred to the ISA Manager in respect of this application they have either: i) been acquired by me in accordance with the provisions of a Savings Related Share Option Scheme and are to be transferred to the ISA Manager or its nominee before expiry of the period of 83 days following the exercise of the option by which they were acquired; or ii) been appropriated to me in accordance with the provisions of an approved Share Incentive Plan and are to be transferred to the ISA Manager or its nominee before the expiry of the period of 83 days following the date at which the shares ceased to be subject to the plan. All subscriptions made or to be made to the Individual Savings Account belong to me. This application form has been completed to the best of my knowledge and belief, and I will notify HSBC Trust Company (UK) Limited without delay of any changes in circumstances affecting any of the information given on this form. I have received the product literature and I agree to the Corporate ISA Terms and Conditions. I authorise HSBC Trust Company (UK) Limited: To hold my cash subscription, ISA Investments, 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. To disclose to BP p.l.c information about my interest in the shares to enable them to maintain accurate records of the interest held in BP p.l.c shares To re-register shares relating to any invalid ISA subscription in to my name and return them to me in certificated form at my registered address at my own risk. Note: If you are not the applicant, but are signing on behalf of the applicant, please enter your name in the box below and describe the legal capacity in which you are signing this form. If you are making an application for someone else, please note that you are only entitled to sign this form if the applicant is mentally or physically incapacitated and you are the applicant s appointed attorney. A Property and Affairs Lasting Power of Attorney must be registered with the Office of the Public Guardian (Enduring Powers of Attorney made prior to 1st October 2007 must be registered with the Court of Protection where the applicant is mentally incapacitated). Alternatively you may be appointed as a deputy by the Court of Protection. Please complete the boxes below. We regret that Powers of Attorney granted for convenience cannot be accepted. A certified copy of the Power of Attorney or a stamped copy of the Court of Protection Order will be required in order to process the application. Name Capacity If you are signing the form as attorney because the applicant is physically incapacitated please tick this box: If you are signing the form as attorney because the applicant is mentally incapacitated please tick this box: Infomation about Products, Services and Promotions If you agree, the HSBC Group may use and share relevant information about you, your transactions and your relationships with the HSBC Group, to give you information about products, services (including mortgages) and promotions available from members of the HSBC Group and selected third parties which may interest you by post, telephone, electronic and other means. In the event that you receive s sent by or on behalf of the HSBC Group, such s may contain technologies to track for market research purposes whether you opened those s and whether you accessed internet links contained within those s. Members of the HSBC Group may also exchange, analyse and use relevant information about you in the ways described above to ensure that promotional content displayed to you on screen when you use HSBC Group websites is more likely to be relevant and of interest. Further information is available on our cookie policy, and site terms and privacy statement at our website hsbc.co.uk By completing this application you will be consenting to the use of your information for this unless you tick the appropriate box(es) below to indicate that you do not wish to receive such information; No post No No telephone No mobile messaging By signing this application, you agree that we can use your information in the way set out above and in our Corporate Individual Savings Account Terms and Conditions. Signature Date D D M M Y Y Y Y NOTE: You should retain the Terms and Conditions for future reference.

4 This brochure has been printed on paper made from responsibly-managed forests. hsbc.co.uk Issued by HSBC Trust Company (UK) Limited HSBC Trust Company (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered Office: 8 Canada Square, London E14 5HQ. Registered No (England) VAT No. GB Printed by St Ives Management Services Ltd. LIT00864 MCP /14 HSBC Trust Company (UK) Limited All Rights Reserved.

5 Employee Direct Transfer Form CREST Transfer Form Please complete this form if you wish to transfer BP Shares from an HM Revenue & Customs Approved Share Scheme into a BP ISA within 83 days of the date of release. In order to speed up the processing of your Application Form please provide a Notice of Exercise of Option or other proof of emergence from an HM Revenue & Customs Approved Share Scheme. (Above this line for Registrars use) Counter Location Stamp Barcode or Reference SDRN Please complete only the highlighted boxes in sections 1 and 2 Please complete form in type or in block capitals Above this line for completion by the depositing system-user only Consideration Money Name of Undertaking BP p.l.c. Certificate lodged To be completed by the Registrar Description of Security ORDINARY USD0.25 SHARES Amount of shares or other security in words Figures Complete full name and address of registered holder as shown on share certificate 1 } Please sign here 2 } Full name(s) of the person(s) to whom the security is transferred Such person(s) must be a systemmember In the name of Address Postcode I hereby transfer the above security out of the name(s) aforesaid into name(s) of the system-member set out below and request that the necessary entries be made in the undertaking s own register of members. Signature(s) of Transferor(s) Turnsonic (Nominees) Limited A/C ISA Designation (if any) Balance certificate(s) required Stamp of depositing system-user 30 x 70 HSBC Bank plc 1st floor, Frobisher House, Nelson Gate, Commercial Road, Southampton SO15 9DF Member of the London Stock Exchange and authorised by the Prudential Regulation Authority and Regulated by the Financial Conduct Authority and the Prudential Regulation Authority Date Participant ID 30x70 Member Account ID ISA Reference to the Registrar in this form means the registrar or registration agent of the undertaking, not the Registrar of Companies at Companies House. CRESTCo Limited is delivering this transfer at the direction and on behalf of the depositing systemuser whose stamp appears herein and does not in any manner or to any extent warrant or represent the validity, genuineness or correctness of the transfer instructions contained herein or the genuineness of the signature(s) of the transferor(s). The depositing system-user by delivering this transfer to CRESTCo Limited authorises CRESTCo Limited to deliver this transfer for registration and agrees to be deemed for all purposes to be the person(s) actually so delivering this transfer for registration. This form should be used only for a transfer of a certificated unit of a security to a CREST member to be held by a CREST member in uncertificated form. It should not be used for conversion of a unit held by a CREST member into uncertificated form. The CREST rules require that this form be used for the transfer of a unit of a certificated security to a CREST member to be held by that member in uncertificated form. Any such transfer on this form is exempt from stamp duty. hsbc.co.uk Issued by HSBC Trust Company (UK) Limited Registered Office: 8 Canada Square, London E14 5HQ. Registered No (England) VAT No. GB Printed by St Ives Management Services Ltd. LIT00864 MCP /14 HSBC Trust Company (UK) Limited All Rights Reserved.

6

7 Sale Request Form 118 CREST Transfer Form Please complete this form if you wish to sell your existing BP Shares and use the net proceeds to invest in a BP ISA. (Above this line for Registrars use) Counter Location Stamp Barcode or Reference SDRN Please complete only the highlighted boxes in sections 1 and 2 Please complete form in type or in block capitals Above this line for completion by the depositing system-user only Consideration Money Name of Undertaking BP p.l.c. Certificate lodged To be completed by the Registrar Description of Security ORDINARY USD0.25 SHARES Amount of shares or other security in words Figures Complete full name and address of registered holder as shown on share certificate 1 } Please sign here 2 } Full name(s) of the person(s) to whom the security is transferred Such person(s) must be a systemmember In the name of Address Postcode I hereby transfer the above security out of the name(s) aforesaid into name(s) of the system-member set out below and request that the necessary entries be made in the undertaking s own register of members. Signature(s) of Transferor(s) James Capel (Nominees) Limited Designation (if any) Balance certificate(s) required Stamp of depositing system-user 118 HSBC Bank plc 8 Canada Square, London E14 5HQ Member of the London Stock Exchange and Authorised by the Prudential Regulation Authority and Regulated by the Financial Conduct Authority and the Prudential Regulation Authority Date Participant ID 118 Member Account ID HISCERT Reference to the Registrar in this form means the registrar or registration agent of the undertaking, not the Registrar of Companies at Companies House. CRESTCo Limited is delivering this transfer at the direction and on behalf of the depositing systemuser whose stamp appears herein and does not in any manner or to any extent warrant or represent the validity, genuineness or correctness of the transfer instructions contained herein or the genuineness of the signature(s) of the transferor(s). The depositing system-user by delivering this transfer to CRESTCo Limited authorises CRESTCo Limited to deliver this transfer for registration and agrees to be deemed for all purposes to be the person(s) actually so delivering this transfer for registration. This form should be used only for a transfer of a certificated unit of a security to a CREST member to be held by a CREST member in uncertificated form. It should not be used for conversion of a unit held by a CREST member into uncertificated form. The CREST rules require that this form be used for the transfer of a unit of a certificated security to a CREST member to be held by that member in uncertificated form. Any such transfer on this form is exempt from stamp duty. hsbc.co.uk Issued by HSBC Trust Company (UK) Limited Registered Office: 8 Canada Square, London E14 5HQ. Registered No (England) VAT No. GB Printed by St Ives Management Services Ltd. LIT00864 MCP /14 HSBC Trust Company (UK) Limited All Rights Reserved.

8

BP Individual Savings Account Transfer Application Form

BP Individual Savings Account Transfer Application Form HNTRFP BP Individual Savings Account Transfer Application Form Notes on completing this form Please read the BP Corporate ISA Brochure and Corporate ISA Terms and Conditions before completing this form.

More information

Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form

Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form HNTRIN Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form Notes on completing this form Please read the Selected Investment Funds Key Features Document, Terms and Conditions, Fund Insert

More information

Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form

Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form HNTRIN Selected Investment Funds (SIF) Stocks and Shares ISA Transfer Form Notes on completing this form This Application Form should only be used for transferring existing cash ISAs and Stocks and Shares

More information

Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form

Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form HNBPST Selected Investment Funds (SIF) Plan and SIF Individual Savings Account (ISA) Additional Investment Form and Switch Form Notes on completing this form Please read the Selected Investment Funds Key

More information

HSBC Loyalty Cash ISA Application, Transfer and Reactivation Form

HSBC Loyalty Cash ISA Application, Transfer and Reactivation Form Online LISA Tax year 2013/14 For Bank use only CIN HSBC Loyalty Cash ISA Application, Transfer and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any

More information

Stockbrokers. Investment ISA. Application and Transfer Form

Stockbrokers. Investment ISA. Application and Transfer Form Stockbrokers Investment ISA Application and Transfer Form Application notes This booklet contains everything you need to open and subscribe to an investment ISA with Barclays Stockbrokers. If you d prefer,

More information

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form LISA Tax year 2016/17 For Bank use only CIN HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial

More information

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form

Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Stocks and Shares ISA to Loyalty Cash ISA Transfer Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial any alterations, as the use of correction fluid could invalidate

More information

Valuing the Shares. In all cases, we will let you know the amount which has been applied.

Valuing the Shares. In all cases, we will let you know the amount which has been applied. If you have any questions, please contact our Client Services Team on 01382 573737 or contact@alliancetrust.co.uk Calls may be monitored for training or security purposes Stocks & Shares ISA Transferring

More information

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form

HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Online LISA Tax year 2014/15 For Bank use only HSBC Loyalty Cash ISA Application, Cash Transfers In and Reactivation Form Useful Guidance Please complete using black ink and BLOCK CAPITALS. Please initial

More information

2013/2014 TAX YEAR NEW SUBSCRIPTIONS. Applications must be received by 15 November 2013.

2013/2014 TAX YEAR NEW SUBSCRIPTIONS. Applications must be received by 15 November 2013. Legal & General Defined Return Plan 3 NEW ISA AND/OR DIRECT INVESTMENT APPLICATION FORM. Applications must be received by 15 November 2013. 2013/2014 TAX YEAR NEW SUBSCRIPTIONS FOR OFFICE USE Client Number

More information

Investment trust application forms

Investment trust application forms Investment trust application forms 2015/2016 Form A Application for a 2015/2016 tax year stocks and shares ISA Form B Application to transfer an existing stocks and shares ISA Form C Application to transfer

More information

Stockbrokers. MarketMaster. Application forms. Your investments. Your way.

Stockbrokers. MarketMaster. Application forms. Your investments. Your way. Stockbrokers MarketMaster Application forms Your investments. Your way. Application notes This pack contains all the forms you need to complete to open your account, but if you d prefer, you can open an

More information

Your point of contact in connection with the Product(s) is your independent financial adviser, except where stated otherwise.

Your point of contact in connection with the Product(s) is your independent financial adviser, except where stated otherwise. BARCLAS WEALTH Woolwich Plan Managers Limited Application Form for a direct investment, current year Stocks & Shares ISA, and ISA transfer Investment Plan Application Form our legal agreement with Woolwich

More information

Investment Dealing Account

Investment Dealing Account If you have any questions, please call our Client Services Team on 01382 573737 Investment Dealing Account Transfer In request form Section A Instructions to Alliance Trust Savings Please use this form

More information

FP Matterley Investment Funds

FP Matterley Investment Funds FP Matterley Investment Funds ISA Transfer Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate 1. Personal

More information

FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd

FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd FTSE 100 Tracker Fund ISA Application Provided by RBS Collective Investment Funds Ltd p Your information For details of how we and others will use your information and how to give your consent, please

More information

Stocks and Shares ISA. Application form 2015/16

Stocks and Shares ISA. Application form 2015/16 Stocks and Shares ISA Application form 2015/16 10057 Stocks and Shares ISA Application form 2015/16 You can also apply for a Stocks and Shares ISA online at www.alliancetrustsavings.co.uk/isa This form

More information

FP WHEB Asset Management Funds

FP WHEB Asset Management Funds FP WHEB Asset Management Funds ISA Transfer Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate 1. Personal

More information

If you are a citizen of any other country, please provide country name below:

If you are a citizen of any other country, please provide country name below: Valid from March 2016 Please complete this form in BLOCK LETTERS and black ink, and return it to: FREEPOST JP MORGAN AM. An address or a stamp is not required to be added to the envelope. If you have any

More information

Application Form Stocks and Shares Individual Savings Account (ISA) For Tax Year 2013/14

Application Form Stocks and Shares Individual Savings Account (ISA) For Tax Year 2013/14 Application Form Stocks and Shares Individual Savings Account (ISA) For Tax Year 2013/14 To open an HB Markets Online Stocks and Shares ISA for 2013/14 please complete and return this form to us at the

More information

Triodos Bank. Ethical Stocks and Shares ISA application form.

Triodos Bank. Ethical Stocks and Shares ISA application form. Triodos Bank. Ethical Stocks and Shares ISA application form. This is an application for a Triodos Ethical Stocks and Shares ISA for the tax year 2015/2016 and each subsequent year until further notice.

More information

FP Matterley Investment Funds II OEIC and Stocks and Shares ISA APPLICATION FORMS

FP Matterley Investment Funds II OEIC and Stocks and Shares ISA APPLICATION FORMS FP Matterley Investment Funds II OEIC and Stocks and Shares ISA APPLICATION FORMS FOR COMPLETION BY THE INTRODUCING INTERMEDIARY (IF APPLICABLE) Advised Investment* Non-advised Investment* *Please tick

More information

ISA TRANSFER APPLICATION FORM.

ISA TRANSFER APPLICATION FORM. LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE SELF DIRECTED LGFS/LGN TAX YEAR 2015/2016 ISA TRANSFER APPLICATION FORM. Use this form to transfer an existing stocks and shares or cash ISA from another ISA

More information

Shares ISA Application

Shares ISA Application Shares ISA Application To open a Shares ISA please visit www.selftrade.co.uk or complete and sign this application form and return along with any enclosures required in the envelope provided. Please read

More information

Your guide to filling in the form

Your guide to filling in the form LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE SELF DIRECTED NBS ONLINE INVESTMENTS TAX YEAR 2015/2016 ISA TRANSFER APPLICATION FORM. Complete and return this form to transfer an existing stocks and shares

More information

Stocks and Shares ISA (2015/2016)

Stocks and Shares ISA (2015/2016) Stocks and Shares ISA (2015/2016) Application form for single and/or monthly savings payments, up to 15,240. How to fill in this form: Please use black ink and write clearly inside the boxes provided using

More information

E-ISA. Power of Attorney application form. Personal details. Donor. 1st Attorney Title: Mr, Mrs, Ms, Miss Other (please specify) Surname.

E-ISA. Power of Attorney application form. Personal details. Donor. 1st Attorney Title: Mr, Mrs, Ms, Miss Other (please specify) Surname. E-ISA Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power of Attorney

More information

Initial Charge waived ISA. Class R GBP Application forms 2015/2016 Terms and conditions

Initial Charge waived ISA. Class R GBP Application forms 2015/2016 Terms and conditions Initial Charge waived 0% ISA Class R GBP Application forms 2015/2016 Terms and conditions ISA terms and conditions Definitions Account Account holding your Investments in an ISA. Additional Permitted Subscription

More information

BP p.l.c. Individual Savings Account

BP p.l.c. Individual Savings Account BP p.l.c. Individual Savings Account October 2014 2 Contents page How to contact us About this brochure 2 How to contact us 2 ISAs explained 3 Taxation 3 Risks associated with this investment 4 Eligibility

More information

Legg Mason Stocks and Shares ISA ISA Transfer Application Form (for Class A Shares)

Legg Mason Stocks and Shares ISA ISA Transfer Application Form (for Class A Shares) Please complete a separate form for each ISA you intend to transfer from each different plan manager Please fill in the whole form in BLOC CAPITALS using black or blue ink 1. PERSONAL DETAILS Surname (Mr/Mrs/Ms/Miss/Other)

More information

FP Octopus Investment Funds

FP Octopus Investment Funds FP Octopus Investment Funds Stocks and Shares ISA Transfer Application Form For completion by the introducing intermediary (if applicable) Advised Investment* Non-advised Investment* *Please tick as appropriate

More information

Transfer to Stocks and Shares ISA

Transfer to Stocks and Shares ISA Transfer to Stocks and Shares ISA Execution Only Application form How to fill in this form: Please use black ink and write clearly inside the boxes provided using capital letters Mark your answers with

More information

ISA Transfer Application Form

ISA Transfer Application Form ISA Transfer Application Form Please read the relevant Key Investor Information Document (KIID), Supplementary Information Document (SID) and ISA Terms and Conditions Document before completing this application

More information

Transfer to Stocks and Shares ISA

Transfer to Stocks and Shares ISA Transfer to Stocks and Shares ISA Application form How to fill in this form: Please use black ink and write clearly inside the boxes provided using capital letters Mark your answers with a cross in the

More information

New City Investment Manager (NCIM) ISA Application Form

New City Investment Manager (NCIM) ISA Application Form New City Investment Manager (NCIM) ISA Application Form SECTION 1 Personal Details This application will relate to the Tax Year commencing 6 April 20 and to any subsequent consecutive tax years in which

More information

Transfer to Stocks and Shares ISA

Transfer to Stocks and Shares ISA Transfer to Stocks and Shares ISA Application form How to fill in this form: Please use black ink and write clearly inside the boxes provided using capital letters Mark your answers with a cross in the

More information

Transfer Authority and Transfer History Form

Transfer Authority and Transfer History Form Transfer Authority and Transfer History Form STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNTS Version 6 2 TRANSFER AUTHORITY ISAs Instruction to the ISA holder Please complete all sections excluding page

More information

Investment Funds ISA Application Form

Investment Funds ISA Application Form Investment Funds ISA Application Form Please select one of the following: Lump sum Regular saver investment Combined lump sum and regular saver investment Before completing this application form please

More information

Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page.

Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V23 24 Nov. 14 Stock Transfer form Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. If you make any mistakes whilst completing this form, please

More information

Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account)

Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account) Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account) Available to HSBC InvestDirect and HSBC InvestDirect Plus customers Important information you need to know 2 Contents

More information

Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account)

Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account) Key features of the HSBC InvestDirect Stocks and Shares ISA (Individual Savings Account) Available to HSBC InvestDirect and HSBC InvestDirect Plus customers Important information you need to know Effective

More information

STOCKS & SHARES INDIVIDUAL SAVINGS ACCOUNT

STOCKS & SHARES INDIVIDUAL SAVINGS ACCOUNT STOCKS & SHARES INDIVIDUAL SAVINGS ACCOUNT Investments 2015/2016 Application Form STOCKS & SHARES INDIVIDUAL SAVINGS ACCOUNT 2015/2016 application form Please keep this page for your records The Direct

More information

Pension Trader Account for SIPP application

Pension Trader Account for SIPP application Pension Trader Account for SIPP application This is an application form to open a Pension Trader Account for SIPP. Please read this application form in conjunction with your Pension Trader Account for

More information

for DIRECT & ISA INVESTMENTS

for DIRECT & ISA INVESTMENTS FTSE Income Plan APPLICATION FORM for DIRECT & ISA INVESTMENTS Please use black ink and write in CAPITALS 1. Your details 1st Applicant Details 2nd Applicant Details Phone number: Phone number: E-mail

More information

ISA Application Form (including Back-to-Back ISA option)

ISA Application Form (including Back-to-Back ISA option) Private Investors ISA Application Form (including Back-to-Back ISA option) Please note that with effect from 1 July 2014, all Individual Savings Accounts are called New ISAs or NISAs This ISA Application

More information

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

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

More information

Transfer to Stocks and Shares ISA Application Form

Transfer to Stocks and Shares ISA Application Form Transfer to Stocks and Shares ISA Application Form Please complete in BLOCK CAPITALS using BLACK INK. PLEASE NOTE: Any applications received that are not completed correctly may incur delays or may have

More information

Close Asset Management (UK) Limited

Close Asset Management (UK) Limited Close Asset Management (UK) Limited X Share Class Unit Trust/OEIC & ISA Application Form This share class is available to investment advisers providing fee-based advice to underlying investors, distribution

More information

Stock Transfer form. Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V22 10 Apr.

Stock Transfer form. Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V22 10 Apr. V22 10 Apr. 14 Stock Transfer form Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. If you make any mistakes whilst completing this form, please

More information

Wise Investment Funds

Wise Investment Funds Wise Investment Funds For 2015/2016 Junior ISA Investments and Transfers Application Form Before completing your application form, you must read the relevant Key Investor Information document which contains

More information

Stocks & Shares ISA Transfer form Cazenove Investment Fund Company - B Class shares

Stocks & Shares ISA Transfer form Cazenove Investment Fund Company - B Class shares Stocks & Shares ISA Transfer form Cazenove Investment Fund Company - B Class shares For your own benefit and protection you should read carefully Cazenove Investment Fund Company s Key Investor Information

More information

Key Features of the Stockmarket Linked Savings Account and Stockmarket Linked Savings Account ISA

Key Features of the Stockmarket Linked Savings Account and Stockmarket Linked Savings Account ISA Key Features of the Stockmarket Linked Savings Account and Stockmarket Linked Savings Account ISA This is an important document. You need to read this before you open a Stockmarket Linked Savings Account

More information

Junior Gold, Class C Shares (ISIN Accumulation GB00B39RN474) This fund is managed by Marlborough Fund Managers Ltd

Junior Gold, Class C Shares (ISIN Accumulation GB00B39RN474) This fund is managed by Marlborough Fund Managers Ltd Key Investor Information This document provides you with key investor information about this fund. It is not marketing material. The information is required by law to help you understand the nature and

More information

Triodos Bank. Ethical Stocks and Shares ISA application form.

Triodos Bank. Ethical Stocks and Shares ISA application form. Triodos Bank. Ethical Stocks and Shares ISA application form. This is an application for a Triodos Ethical Stocks and Shares ISA for the tax year 2016/2017 and each subsequent year until further notice.

More information

R Pension Trader Account for SSAS application

R Pension Trader Account for SSAS application R Pension Trader Account for SSAS application This is an application form to open a Pension Trader Account for SSAS. Please read this application form in conjunction with your Pension Trader Account for

More information

Stocks & Shares to Cash ISA Transfer Application

Stocks & Shares to Cash ISA Transfer Application Stocks & Shares to Cash ISA Transfer Application for United trust Bank Title: Forenames: Surnames: Date of birth: Where did you hear about United trust Bank? Please choose one option from the list below:

More information

SIPP benefit form annuity purchase discharge form

SIPP benefit form annuity purchase discharge form Stockbrokers SIPP benefit form annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay you a tax

More information

FundZone Data Capture Form

FundZone Data Capture Form with Declaration Notice Online new business 1215 Who this form is for This form is for financial advisers to gather details to submit online new business on FundZone Filling in this form Gather all the

More information

Expert Managed Solution ISA Transfer Form

Expert Managed Solution ISA Transfer Form Expert Managed Solution ISA Transfer Form How we will use your information Before continuing with this application, please read the information below which explains how we and others will use your personal

More information

Selected Investment Funds (SIF) Plan and Individual Savings Account (ISA) Product information February 2012

Selected Investment Funds (SIF) Plan and Individual Savings Account (ISA) Product information February 2012 Selected Investment Funds (SIF) Plan and Individual Savings Account (ISA) Product information February 2012 2 Contents Questions and answers 3 Features of the SIF Account 4 Buying shares in your SIF Account

More information

Pension Trader Account application

Pension Trader Account application Pension Trader Account application This is an application form to open a Pension Trader Account. Please read this application form in conjunction with your Barclays Stockbrokers Terms of Use and the Terms

More information

INSTANT SAVER 2 ACCOUNT

INSTANT SAVER 2 ACCOUNT INSTANT SAVER 2 ACCOUNT Provided by Scottish Widows Bank APPLICATION FORM This form is only for the use of personal customers. Account Number (For office use only) Please complete this form in BLOCK CAPITALS

More information

SIPP benefit form annuity

SIPP benefit form annuity SIPP ISA Dealing Junior ISA SIPP benefit form annuity This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Youinvest to pay you a tax free lump sum. Please

More information

Benefi t Form annuity purchase discharge. Bank of Scotland Share Dealing Self Invested Personal Pension

Benefi t Form annuity purchase discharge. Bank of Scotland Share Dealing Self Invested Personal Pension Benefi t Form annuity purchase discharge Bank of Scotland Share Dealing Self Invested Personal Pension Benefi t Form This benefit form must be completed if you wish to purchase a lifetime annuity and would

More information

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

THE SIT SIPP. Self Invested Personal Pension. Benefit Form annuity purchase discharge form

THE SIT SIPP. Self Invested Personal Pension. Benefit Form annuity purchase discharge form THE SIT SIPP Self Invested Personal Pension Benefit Form annuity purchase discharge form The SIT SIPP Benefit Form - annuity purchase discharge form This benefit form must be completed if you wish to purchase

More information

FCA number. Please tick:

FCA number. Please tick: Part One Valid from December 2015 Please complete this form in BLOCK LETTERS and black ink, and return it to: FREEPOST JP MORGAN AM. An address or a stamp is not required to be added to the envelope. If

More information

DIRECT TRANSFER ACCOUNT 2

DIRECT TRANSFER ACCOUNT 2 DIRECT TRANSFER ACCOUNT 2 Provided by Scottish Widows Bank APPLICATION FORM Account Number (For office use only) Please complete this form in BLOCK CAPITALS and in ink. APPLICATION CHECKLIST In order for

More information

QUICK GUIDE TO ISAs 2014/2015

QUICK GUIDE TO ISAs 2014/2015 INDIVIDUAL SAVINGS ACCOUNTS 2014/2015 An Individual Savings Account (ISA) is not an investment in its own right rather it is a type of account that can be used to undertake tax-advantageous investment.

More information

Online Accounts. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney. Title: Mr, Mrs, Ms, Miss Other (please specify) Surname

Online Accounts. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney. Title: Mr, Mrs, Ms, Miss Other (please specify) Surname Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

3 YEAR FIXED TERM DEPOSIT ACCOUNT

3 YEAR FIXED TERM DEPOSIT ACCOUNT 3 YEAR FIXED TERM DEPOSIT ACCOUNT Provided by Scottish Widows Bank APPLICATION FORM (For office use only) Issue Interest Rate Account Number APPLICATION CHECKLIST In order for us to open your account,

More information

HSBC Help to Buy: ISA

HSBC Help to Buy: ISA HSBC Help to Buy: ISA 2 Contents What is a Help to Buy: ISA? 3 How does it work? 4 Summary box 6 Am I eligible? 7 Bonus payment 7 Ready to apply? 8 What happens next? 9 Important Information 10 3 What

More information

STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT. saving with life assurance T45

STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT. saving with life assurance T45 STOCKS AND SHARES INDIVIDUAL SAVINGS ACCOUNT saving with life assurance T45 SAVINGS OPPORTUNITY Shouldn t you take advantage of a savings opportunity in which to invest your money tax free and where the

More information

Halifax Share Dealing SIPP

Halifax Share Dealing SIPP Halifax Share Dealing SIPP Benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay

More information

Cash ISA Application Form

Cash ISA Application Form Your Information i) We may send your details to credit reference agencies and/or fraud prevention agencies who will supply us with information for the purpose of verifying your identity, including information

More information

HSBC Child Trust Fund. Terms and Conditions

HSBC Child Trust Fund. Terms and Conditions HSBC Child Trust Fund Terms and Conditions 2 Important Information These are the Terms for your HSBC Child Trust Fund and you are advised to read them carefully. These Terms will come into force on the

More information

SIPP benefit form drawdown and lump sum payments

SIPP benefit form drawdown and lump sum payments Stockbrokers SIPP benefit form drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a lump sum or income drawdown. If you want to take an annuity

More information

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

Please use BLOCK CAPITALS only and blue or black ink, ticking boxes where appropriate.

Please use BLOCK CAPITALS only and blue or black ink, ticking boxes where appropriate. TD Direct Investing SIPP benefit form - annuity purchase discharge form SIPP benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity

More information

THE SIT SIPP. Self Invested Personal Pension. Benefit Form drawdown and lump sum payments

THE SIT SIPP. Self Invested Personal Pension. Benefit Form drawdown and lump sum payments THE SIT SIPP Self Invested Personal Pension Benefit Form drawdown and lump sum payments The SIT SIPP Benefit Form - drawdown and lump sum payments Please complete this form if you want to access your pension

More information

FundZone ISA Stocks & Shares Transfer (cash)

FundZone ISA Stocks & Shares Transfer (cash) FundZone ISA Stocks & Shares Transfer (cash) Application Form Who this form is for This form is for anyone who wishes to transfer a Stocks & Shares ISA in cash from another ISA Manager to Standard Life

More information

M&G Stock Transfer Guide Completing a Stock Transfer Form Arranging to transfer ownership of an M&G investment

M&G Stock Transfer Guide Completing a Stock Transfer Form Arranging to transfer ownership of an M&G investment M&G Stock Transfer Guide Completing a Stock Transfer Form Arranging to transfer ownership of an M&G investment Arranging a transfer and completing a Stock Transfer Form To transfer ownership of a holding

More information

1. Personal details Please provide your full name and address. Title Surname Telephone (daytime)

1. Personal details Please provide your full name and address. Title Surname Telephone (daytime) First State Stocks and Shares ISA application form (from 6 April 2014) Minimum initial lump sum investment is 1,000 and/or minimum regular savings of 50 per month Please read the key investor information

More information

From 1 June 2015 Application Forms

From 1 June 2015 Application Forms From 1 June 2015 Application Forms Allianz Investment Funds Application & Top Up, Switching and Transfer Forms Content 1 Identity Verification Certificate PLEASE COMPLETE THE APPROPRIATE FORM 2 Investment

More information

abc ESTATE PLANNING - IEP CLASSIC

abc ESTATE PLANNING - IEP CLASSIC APPLICATION FORM - NON ADVISED RETAIL OR INTRODUCED CLIENTS ONLY abc ESTATE PLANNING - IEP CLASSIC How to Complete If you are completing this form by hand, please print clearly in black ink and block capitals

More information

Regular Payments to your ISA

Regular Payments to your ISA Stockbrokers Regular Payments to your ISA Application form Terms and Conditions Regular Payments 1. We will take the regular payment amount from your chosen account on the date that you have chosen or

More information

Key Features of the Caledonia Investments. Share Savings Scheme and Individual Savings Account

Key Features of the Caledonia Investments. Share Savings Scheme and Individual Savings Account Key Features of the Caledonia Investments Share Savings Scheme and Individual Savings Account The Share Savings Scheme and Individual Savings Account Aims 3 To offer a convenient way to start, or to add

More information

application form ECCLESIASTICAL INVESTMENT FUNDS Version 3

application form ECCLESIASTICAL INVESTMENT FUNDS Version 3 application form Version 3 Please complete all sections below and return to: Ecclesiastical Investment Management Limited, PO Box 3733, Swindon SN4 4BG Please note this form cannot be used for an Ecclesiastical

More information

APPLICATION FOR A COLLECTIVE INVESTMENT ACCOUNT (CIA)

APPLICATION FOR A COLLECTIVE INVESTMENT ACCOUNT (CIA) APPLICATION FOR A COLLECTIVE INVESTMENT ACCOUNT (CIA) Individual or joint applicants Financial adviser details Name of individual Name of firm Address and postcode of firm Financial Services *APIPC0700F*

More information

HSBC Loyalty Cash ISA. Tax-free savings

HSBC Loyalty Cash ISA. Tax-free savings HSBC Loyalty Cash ISA Tax-free savings 2 What s in this guide What is an ISA? 3 How much can I pay into an ISA? 3 Our Loyalty Cash ISA 4 How our Loyalty Cash ISA works 5 Ready to apply? 6 Transferring

More information

WRS Version 05/2004. WRS Version 05/2004 Immigration and Nationality Directorate

WRS Version 05/2004. WRS Version 05/2004 Immigration and Nationality Directorate Form WRS Version 05/2004 Immigration and Nationality Directorate Form WRS Version 05/2004 This form is for use for applications made between 1 st May 2004 and 31 st July 2004 Application for a registration

More information

Important information on the main features of the Threadneedle Stockmarket ISA as at 1 November 2011

Important information on the main features of the Threadneedle Stockmarket ISA as at 1 November 2011 Important information on the main features of the Threadneedle Stockmarket ISA as at 1 November 2011 Key Features of the Threadneedle Stocks and Shares (Stockmarket) Individual Savings Account (B) Please

More information

ISAs watch your savings grow

ISAs watch your savings grow ISAs watch your savings grow Includes Help to Buy: ISA Be more than a number INDIVIDUAL SAVINGS ACCOUNTS, better known as ISAs, are a tax free way to save. In the current tax year, you can save or invest

More information

Investment Funds ISA Transfer Application

Investment Funds ISA Transfer Application Investment Funds ISA Transfer Application How we will use your information Before continuing with this application, please read the information below which explains how we and others will use your personal

More information

Stocks and shares ISA Application to subscribe to a continuing plan Tax Year 20_

Stocks and shares ISA Application to subscribe to a continuing plan Tax Year 20_ ST VINCENT ST FUND ADMINISTRATION Stocks and shares ISA Application to subscribe to a continuing plan Tax Year 20_ PERSONAL DETAILS Title Forenames Surnames Permanent residential address Telephone number

More information

A helpful guide for first home buyers. Westpac KiwiSaver Scheme First Home Purchase Withdrawal

A helpful guide for first home buyers. Westpac KiwiSaver Scheme First Home Purchase Withdrawal A helpful guide for first home buyers. Westpac KiwiSaver Scheme First Home Purchase Withdrawal BT Funds Management (NZ) Limited is the scheme provider and Westpac New Zealand Limited is the distributor

More information