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
|
Action |
|---|---|---|---|---|
| April 6, 2020 | Individual Savings Account (ISA) application form | Forms | ISA | View Download |
| April 6, 2020 | Individual Savings Account (ISA) top-up form | Forms | ISA | View Download |
| April 6, 2020 | Individual Savings Account (ISA) transfer form | Forms | ISA | View Download |
| April 6, 2020 | Investment Trust ISA and General Investment Account (GIA) Key Features | Key Features | ISA | View Download |
| February 27, 2020 | ISA Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | ISA | View Download |
| February 10, 2021 | Key Information Document (KID) | Key Information Documents (KIDs) | - | View Download |
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.