Application forms
Forms for Investment Accounts
| Task | Apply online | Download form |
|---|---|---|
| Open with a single or regular payment | Open | Account opening form |
| Transfer my Investment Account | Transfer | Online only |
| Task | Do it online | Download form |
|---|---|---|
| Change my address | Amend | Change of address |
| Additional information on joint holder | N/A | Joint holder supplement |
| Let us know how income is to be paid | Manage | Income instruction |
| Set up or amend a withdrawal plan | N/A | Regular withdrawal plan |
| Transfer stocks into a new or existing Investment Account | N/A | |
| Transfer physical share certificates | N/A |
CREST transfer form (one for each holding) and Stock Deposit Instruction Form. See our
CREST transfer form guide. This service is only available for UK shares. |
| Transfer shares held electronically with Equiniti, Computershare or Link Asset Services | N/A |
Corporate nominee transfer instruction This service is only available for UK shares. |
| Transfer SICAV stocks | N/A | Stock transfer |
| Claim back my exit fee | N/A | Exit fee reimbursement |
| Supply 'Source of Wealth' additional information form | N/A | Additional Information Form |
We are in the process of moving all our clients’ accounts to a new administration system which will provide you with enhanced capabilities such as cash management and extended share dealing. However, only investments that are held in a nominee structure can be moved to our new system.
We contacted all our clients in 2015 asking for consent - if you haven’t yet given consent, you can still do so by filling in this Consent form.
Once we have your consent we will be able to move your account to our new system.
