I apply to subscribe for a Stocks & Shares ISA for the tax year 20 /20 and each subsequent year until further notice.

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1 IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form Please complete usig BLOCK CAPITALS ad retur the completed form to the followig address: BNP Paribas (Brooks Macdoald), Block C, Wester House, Lychwood Busiess Park, Peterborough, PE2 6BP Sectio 1 Persoal details Please fill i the details of the holder o the accout. Title: Foreame(s): Surame: Permaet residetial address: Telephoe umber: Date of birth: Natioal Isurace umber: If you do ot have a Natioal Isurace Number please tick this box. You should be able to fid your NI Number o a payslip, form P45 or P60, a letter from HM Reveue ad Customs, a letter from the DSS, or a pesio book. Existig accout umber (if ay): I apply to subscribe for a Stocks & Shares ISA for the tax year 20 /20 ad each subsequet year util further otice. (Please be aware that this statemet, recommeded by HM Reveue & Customs, eables you to ivest i future tax years without the eed for a ew applicatio form. It does ot oblige you to ivest with BMAM i subsequet tax years uless you decide to do so.) Sectio 2 Fiacial Adviser details Adviser s stamp Aget ame: Agecy umber: FSA umber: Iitial commissio to be take: % Advice give 1

2 IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form Sectio 3 Ivestmet details IFSL Brooks Macdoald Fud Stocks & Shares ISA Lump Sum Class B Shares Mothly Savigs Pla Class B Sub-Fud Share Type (mi 2,500 per sub-fud) Shares (mi 100 per sub-fud) Balaced Fud Accumulatio Cautious Growth Fud Icome Cautious Growth Fud Accumulatio Defesive Icome Fud Icome Structured Growth Fud Accumulatio TOTAL INVESTMENT For mothly savigs, please complete the Direct Debit madate. Please provide a void cheque or payig-i slip to eable us to verify your bak accout details. Sectio 4 Icome This sectio is oly relevat for Defesive Icome Fud ad Cautious Growth Fud as oly these fuds issue Icome Shares. Please complete this sectio if you are purchasig Icome Shares. If you require a regular withdrawal please complete Sectio 5. Where bak details differ from that used to ope this accout please provide a void cheque or payig-i slip to eable us to verify your bak accout details. Please ote icome paymets are made by direct credit to your bak/buildig society ad cheques caot be set. Name of Bak/Buildig Society: Address: Name of accout holder: Accout umber: Sigature: Sort code: 2

3 IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form Sectio 5 Regular withdrawals If you wish to withdraw fuds o a regular basis, please sig ad complete the boxes below: Please ote paymets are made by direct credit to your bak/buildig society ad cheques caot be set. I order for us to sed your proceeds by BACS we require you to sed us a void cheque or payig-i slip to eable us to verify your bak accout details. Regular withdrawal amout: (Miimum 50 per fud) Frequecy Mothly Quarterly Half-Yearly Aually (Delete as applicable) Name of Bak/Buildig Society: Address: Name of accout holder: Accout umber: Sort code: I hereby authorise Brooks Macdoald Asset Maagemet Limited to sell shares o my behalf to raise the above sum of moey with the above frequecy as specified i the ISA Terms & Coditios. If you hold more tha oe Fud, please idicate here which Fud(s) you wish to sell shares from: Sigature: 3

4 IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form Sectio 6 Details of ISA to be trasferred Curret year ISA I wish to trasfer my curret year s ISA subscriptios Yes No Previous years I wish to trasfer the followig %/ of my previous year s ISA subscriptios: Please trasfer % or of my ISA Holdig Name of ISA Maager: Address of ISA Maager: ISA accout umber: Persoal details: Title: Foreame(s): Surame: Persoal details I hereby istruct my curret ISA Maager, to trasfer the ISA(s) referred to i this sectio, to BMAM (my ew Maager) by liquidatig the assets ad forwardig the proceeds to BMAM ISA. This request is subject to BMAM s acceptace of my trasfer applicatio. Sigature: 4

5 IFSL Brooks Macdoald Fud Stocks & Shares ISA Trasfer Applicatio Form Sectio 7 Declaratio ad Authorisatio Please sig the declaratio below. You should esure that you have bee provided with a copy of the Simplified Prospectus ad ISA Key Features Documet ad that you have had the opportuity to read these ad ask for more iformatio prior to sigig the declaratio below. I declare that: All subscriptios made, ad to be made, belog to me; I am 18 years of age or over; I have ot subscribed ad will ot subscribe more tha the overall subscriptio limit i total to a Cash ISA ad a Stocks & Shares ISA i the same tax year; I have ot subscribed ad will ot subscribe to aother Stocks & Shares ISA i the same tax year that I subscribe to this Stocks & Shares ISA; The IFSL Brooks Macdoald Fud with Share Class/Type has bee recommeded by the IFA, if appropriate; I am residet ad ordiarily residet i the Uited Kigdom for tax purposes or, if ot so residet, either perform duties which, by virtue of Sectio 28 of Icome Tax (Earigs & Pesios) Act 2003 (Crow employees servig overseas), are treated as beig performed i the Uited Kigdom, or I am married to, or i a civil partership with, a perso who performs such duties. I will iform BMAM if I cease to be so residet ad ordiarily residet or to perform such duties or be married to, or i a civil partership with, a perso who performs such duties; The iformatio supplied i this applicatio is correct to the best of my kowledge. I have bee provided with the Simplified Prospectus ad the Key Features Documet ad agree to be boud by the Terms ad Coditios relatig to the ISA; I will iform you i writig immediately of ay chages i my circumstaces; I uderstad that this applicatio is subject to acceptace by the Pla Maager; ad I uderstad that you may require additioal iformatio from me i accordace with the moey lauderig regulatios ad I ackowledge that electroic data sources may be used to check my idetity uder the moey lauderig regulatios. I authorise Brooks Macdoald Asset Maagemet Limited to: (1) hold my cash subscriptio, ISA ivestmets, iterest, divideds ad ay other rights or proceeds i respect of those ivestmets; (2) to make o my behalf ay claims to relief from tax i respect of my ISA ivestmets; ad (3) o my writte request trasfer or pay to me the ISA ivestmets, iterest, distributios ad ay other rights or proceeds i respect of such ivestmets, or ay cash held withi the ISA. Applicat Sigature: This documet has bee issued by Brooks Macdoald Asset Maagemet Limited. The iformatio cotaied i this documet may ot be reproduced i ay form without the express permissio of Brooks Macdoald Asset Maagemet Limited ad to the extet that it is passed o care must be take to esure that this is i a form which accurately reflects the iformatio preseted here. Whilst Brooks Macdoald Asset Maagemet Limited believes that the iformatio is correct at the date of this productio, o warraty o represetatio is give to this effect ad o resposibility ca be accepted by Brooks Macdoald Asset Maagemet Limited to ay itermediaries or ed users for ay actio take o the basis of the iformatio. Brooks Macdoald Asset Maagemet Limited (registered i Eglad No ) ad Brooks Macdoald Fuds Limited (registered i Eglad No ) are authorised ad regulated by the Fiacial Services Authority. Compay Registered Office: 111 Park Street, Mayfair, Lodo W1K 7JL. T: F: (6.11) 5

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