Request to add or change monthly investments or make an additional lump sum investment

Transcription

1 INVESTMENT ISA Request to add or change monthly investments or make an additional lump sum investment To be used for investments into HBOS Investment Fund Managers Limited funds. Campaign Code: Agency Code: FOR OFFICE USE ONLY

2 Please send this completed form to: Scottish Widows Share Classes, HBOS Investment Fund Managers Limited, PO Box 28118, 15 Dalkeith Road, Edinburgh EH16 9AP. Notes: Please write in CAPITAL LETTERS in black ink and sign this form at section 4. Please see HMRC website ( for the current ISA limits. You can t make monthly investments if you ve already chosen to take regular withdrawals. If you have any questions when completing this form, please refer to the Key Investor Information Document(s) (KIID) relating to this investment and the Supplementary Investor Information Document (SIID). These documents replace the Key Features/Simplified Prospectus and provide details about your investment and the fund(s) that you ve chosen. If you see references to the Key Features in any of the material we send you, please refer to the KIID and SIID instead. Alternatively you can call us on If you haven t already made any contributions during the current tax year and didn t make any contributions in the previous tax year you will need to complete a new application (reference G1382). Do you want to: Please tick as appropriate. You can invest an additional lump sum, start monthly investments or a combination of both. Start making monthly investments Change the amount of your monthly investments Invest an additional lump sum 1. YOUR PERSONAL DETAILS This is shown on your contract note. Existing investor number Title (Mr/Mrs/Miss/Ms/Dr/Other) Surname Full forename(s) We can t accept a care of address. Permanent residential address Postcode Your contact number in case of queries. Daytime telephone number Country of residence Nationality Occupation 1

3 Please ensure you have read the Key Investor Information Document(s) relating to this investment and the Supplementary Investor Information Document before completing this section. 2. YOUR ADDITIONAL INVESTMENTS YOUR CHOICE OF FUNDS You can choose up to a maximum of ten funds for monthly investments. Not every fund offers income shares. If you don t choose a share type your investment will be used to buy accumulation shares. You can only take regular withdrawals from accumulation shares not income shares. Fund name Additional lump sum (minimum 500) Total monthly investments (this includes any existing arrangements) (minimum 250pm) Share type for lump sum investments only (please delete as appropriate) Monthly investments will only buy accumulation shares. The minimum lump sum or monthly investment into each fund is 10, subject to the overall minimum limits shown. The minimum increase in monthly investments is 10. Total lump sum investment New total monthly investment 3. YOUR PAYMENTS The cheque must be drawn from an account held in your name. Please choose a day between 1st and 28th inclusive. If we don t receive your application in time to set up your direct debit for the first payment date requested, your investment will start on the same date in the following month. ADDING A LUMP SUM Please make your cheque payable to HBOS Investment Fund Managers Limited. To help prevent fraud, you must also add your name and investor number if known, for example: HBOS Investment Fund Managers Limited AN Other, investor no If you don t do this, we may have to return the cheque. Please write your full name and address on the back of your cheque, and draw a line through any unused space on the cheque so that unauthorised people can t add extra numbers or names. ADDING OR CHANGING MONTHLY INVESTMENTS Please complete the direct debit instruction overleaf, unless you already have one set up. If you complete a new direct debit instruction, it will replace your existing one. You should allow at least ten working days for your direct debit to be set up. Please confirm the date in every month you want your direct debit to be taken (DD) Please confirm the date you want your first new or increased monthly investment to be taken (DD/MM/YYYY) 4. SIGNATURE I confirm that I have read the Key Investor Information Document(s) relating to this investment and I have a printed copy(ies) or I have saved an electronic version(s) of the document(s). Investor Signature Date (DD/MM/YYYY) 2

4

5 DIRECT DEBIT INSTRUCTION INSTRUCTION TO YOUR BANK OR BUILDING SOCIETY TO PAY BY DIRECT DEBIT Please fill in the whole form using a ball point pen and send it to: Scottish Widows Share Classes, HBOS Investment Fund Managers Limited, PO Box 28118, 15 Dalkeith Road, Edinburgh EH16 9AP. Originator s Identification Number BANK OR BUILDING SOCIETY BRANCH FULL POSTAL ADDRESS AND ACCOUNT DETAILS To: The Manager Name(s) of account holder(s) Bank/Building society Bank/Building society address Branch sort code Post code Bank or building society account number INSTRUCTION TO YOUR BANK OR BUILDING SOCIETY Please pay HBOS Investment Fund Managers Limited Direct Debits from the account detailed on this instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that the instruction may remain with HBOS Investment Fund Managers Limited and, if so, details will be passed electronically to my bank/building society. Signature(s) Date Scottish Widows reference number For Scottish Widows official use only. This is not part of the instruction to your bank or building society. Banks and building societies may not accept Direct Debit instructions for some types of account. G /15 Please detach this guarantee and keep it for your future reference. THE DIRECT DEBIT GUARANTEE This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits. If there are any changes to the amount, date or frequency of your Direct Debit, HBOS Investment Fund Managers Limited will notify you ten working days in advance of your account being debited or as otherwise agreed. If you request HBOS Investment Fund Managers Limited to collect a payment, confirmation of the amount and date will be given to you at the time of the request. If an error is made in the payment of your Direct Debit by HBOS Investment Fund Managers Limited or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society. If you receive a refund you are not entitled to, you must pay it back when HBOS Investment Fund Managers Limited asks you to. You can cancel a Direct Debit at any time by simply contacting your bank or building society. Written confirmation may be required. Please also notify us. HBOS Investment Fund Managers Limited, registered in England number Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number

6

7

8 HBOS Investment Fund Managers Limited, registered in England number Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number G /15