ISA Documents Library

All the documents you need before investing. 

There are a number of documents that you need to read before investing in an ISA with us. These documents can be viewed or downloaded below.

Date

Title

Document type

Plans

May 10, 2021

Individual Savings Account (ISA) top-up form

Forms
ISA
May 6, 2021

ISA Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
ISA
May 5, 2021

Individual Savings Account (ISA) transfer form

Forms
ISA
May 5, 2021

Individual Savings Account (ISA) application form

Forms
ISA
February 10, 2021

Key Information Document (KID)

Key Information Documents (KIDs)
April 6, 2020

Investment Trust ISA, Lifetime ISA and General Investment Account (GIA) Key Features

Key Features
ISA

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.

Confused? Our handy glossary can help explain investing terms.