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IFS ISA Application Form User Guide.pdf
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📊 Size: 132 KB
📄 Pages: 2 pages
⬇️ Downloads: 85

Summary

The ISA Application Form is provided by Investment Fund Services Limited (IFSL), a company registered in England and Wales and regulated by the Financial Conduct Authority. The form consists of several sections, including Personal Details, Financial Adviser's Details, Income Instruction & Bank Details, and Investment Details. Applicants must complete the form in block capitals and return it to IFSL, either via email, post, or through their financial adviser. The form requires personal and financial information, including nationality, date of birth, national insurance number, and bank details. Applicants must also provide details of their investment choices and specify how they want to receive income from their investments. Additionally, the form includes a privacy notice and a declaration section, which must be signed and dated. The maximum investment amount in an ISA is £20,000 per tax year, and monthly investments are limited to £1,666.66.

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Description

The ISA Application Form is provided by Investment Fund Services Limited (IFSL), a company registered in England and Wales and regulated by the Financial...

Technical Information

  • File Format: PDF
  • File Size: 132 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 85
  • Last Updated: 6 hours ago

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This PDF document about View provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into View.

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