Stocks & Shares ISA application
This application will take you about 10 minutes to complete. To set up your account you will need your:
- Bank account details
- National Insurance number
- Email address
- Mobile number
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What you need to know about our Stocks & Shares ISA
Our website offers information, but not advice. If you’re not sure which investments are right for you, please consult a financial adviser. Remember:
- This product invests in stocks and shares. Investments can go down as well as up in value so you could get back less than you put in.
- Tax rules for ISAs change, and their benefit depends on your circumstances.
- You must be 18 years old to open a Stocks & Shares ISA.
- Within this application, you’ll need to choose from one of our two funds – please read the Global Equity & Global Mixed fund information before you start
Before you begin...
- Please make sure you’ve read the following documents: Key Features and Terms & Conditions
Transferring to our Stocks & Shares ISA
This application will take you about 10 minutes to complete.
We accept transfers from Cash ISAs and Stocks & Shares ISAs.
You will need:
- The estimated balance of your ISA and its account details. These could include a sort code/account number, or a reference/roll number.
- Completing this application will generate a pre-filled transfer form. You'll need to print, sign and return it to us, so you'll need access to a printer.
- Our Stocks & Shares ISA is an online product so you'll need an email address and mobile number to set your account up.