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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...
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.