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 the next business day. 2. The minimum monthly payment amount is 50. 3. If you want to change the amount you pay or the payment date, you can either write to us or call us. If you want to change your bank details, you may need to send an original bank statement (no more than six months old), or if you want to cancel the regular payment, we need five business days notice from the day that we receive your letter. All bank accounts must be held in your name. 4. If you change your bank details then we need a new Direct Debit Instruction Form. Please allow ten working days from us receiving either a new application or new Direct Debit Instruction Form and us taking the next payment. If a payment falls within this period then we may not take it from your chosen account until the next payment date. 5. You are responsible for making sure that there is enough money in your chosen account when the payment is due. If we are not able to claim the full amount on three consecutive occasions then we may cancel the mandate. 6. Please note that the sum of your Regular Payments into your ISA over the course of the tax year cannot be greater than the annual ISA allowance. Barclays offers wealth and investment management products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Stockbrokers is a trading name of Barclays Bank PLC (Registered No. 1026167 Registered VAT No. 243 8522 62) which is a member of the London Stock Exchange and ISDX. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The registered address is 1 Churchill Place, London E14 5HP. Item Ref: 9904133. March 2014. This Guarantee should be detached and retained by the Payer. The Direct Debit Guarantee This Guarantee is offered by all banks and building societies that take part in the Direct Debit Scheme. The efficiency and security of the Scheme is monitored and protected by your own bank or building society If the amounts to be paid or the payment dates change, Barclays Bank PLC will notify you within 14 working days in advance of your account being debited or as otherwise agreed If an error is made by Barclays Bank PLC or your bank or building society, you are guaranteed a full and immediate refund from your branch of the amount paid You can cancel a Direct Debit at any time by writing to your bank or building society. Please also send a copy of your letter to us.
Regular payments Application form To subscribe to your ISA by regular monthly payments ISA Account Number / / Name Postcode Please complete the details of the monthly payments below. Regular payments To subscribe to your ISA by regular monthly payments please complete this section. Sort Code / / Account Number Please sign below I agree to pay monthly into my ISA by Direct Debit and agree to the terms and conditions provided. Signature Amount of monthly payment in words and figures (minimum 50) Preferred Payment Date D D / M M / Y Y Y Y Payment will be collected around this date each month. Date D D / M M / Y Y Y Y Please return to: New Business Department, Barclays,Tay House, 300 Bath Street, Glasgow G2 4LH in the envelope provided. Please state the number of payments you want to make here If you don t state the number of payments, you will have to write to us when you want to cancel the regular payment. Please also complete the attached Direct Debit Instruction Form so that we can take regular payments from your bank account. If you have any questions please call our Client Service Team on 0800 279 6551* or local dial number 0141 352 3909*. Instructions to your Bank or Building Society to pay by Direct Debit * Calls to 0800 numbers are free if made from a UK landline and calls to 0141 numbers are charged at local rate, mobile costs may vary - please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes. Our opening hours are 7.30am to 7pm Monday to Thursday, 7.30am to 6pm on Friday (excluding bank holidays) and 9.30am to 12.30pm on Saturday. Please complete all sections below Originator s Identification Number: 6 2 4 4 4 2 1. Name(s) of Bank or Building Society Account Holder(s): 5. Reference number (Barclays Stockbrokers Account No. if known): / / 2. Bank or Building Society Account No: Banks and Building Societies may not accept Direct Debit instructions for some types of accounts. 3. Branch Sort Code (from the top right hand corner of your cheque): / / 4. Name and full postal address of your Bank or Building Society: Instruction to your Bank or Building Society Please pay Barclays Bank PLC Direct Debits from the account detailed on this instruction subject to the safeguards assured by the Direct Debit Guarantee. I understand that this instruction may remain with Barclays Bank PLC and if so, details will be passed electronically to my Bank or Building Society. Signature(s) To the Manager Address Postcode Date D D / M M / Y Y Y Y
Barclays offers wealth and investment management products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Stockbrokers is a trading name of Barclays Bank PLC (Registered No. 1026167 Registered VAT No. 243 8522 62) which is a member of the London Stock Exchange and ISDX. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The registered address is 1 Churchill Place, London E14 5HP. Item Ref: 9904133. March 2015.
Completing your Direct Debit Mandate To enable us to process your request without delay, please ensure the Direct Debit Mandate is fully completed. This checklist may help you. Checklist Provide bank verification* All bank details provided e.g. account name, number, sort code and bank s name and address Sign and date completed Direct Debit Mandate * Please ensure you provide bank verification where the bank account details provided are not from Barclays Bank PLC. Acceptable verification of your nominated bank account details To allow us to verify your nominated bank account, please send us: An original or certified copy of your bank statement dated from within the last six months which confirms your name as account holder, account type, sort code and account number of your nominated account. Please note: we can now accept an internet bank statement provided it confirms your name as account holder, account type, sort code and account number of your nominated account, and is dated within the last six months. OR A letter dated within the last six months from your bank on headed paper which confirms your name as account holder, account type, sort code and account number of your nominated account. Your nominated bank account must be a UK personal current account in your name and accept Sterling debits and credits and electronic payments. Business or Savings accounts cannot be used. Certified copies Certified copies are duplicates of documents which a person of professional standing has stated to be genuine copies of the original documents. The person certifying the document must: Sign, stamp and date the document and state in writing that it is a true copy of the original which they have seen confirm their position (in line with acceptable certifiers above) provide a contact telephone number or email address People who can certify documents are: Employees of Barclays Group or Barclays Wealth, including Barclays Bank counter staff Post Office certification service A government department, member of staff or official A director, manager or bank counter staff of a bank or an authorised credit or financial institution A director, company secretary or manager of an Approved Fiduciary Services Provider An Embassy, consulate or high commission officer in the country of issue A qualified lawyer or attorney, registered with the relevant national professional body A qualified accountant, registered with the relevant national professional body A notary public, a member of the judiciary, a senior civil servant or a serving police officer Stockbrokers
Barclays offers wealth and investment management products and services to its clients through Barclays Bank PLC and its subsidiary companies. Barclays Stockbrokers is a trading name of Barclays Bank PLC (Registered No. 1026167 Registered VAT No. 243 8522 62) which is a member of the London Stock Exchange and ISDX. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The registered address is 1 Churchill Place, London E14 5HP. Item Ref: IBIM4425. March 2015