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UNICORN AIM IHT & ISA PORTFOLIO SERVICETRUSTEE APPLICATION Form be completed by the adviser/intermediary. This application should be completed in BLACK ink and returned to Baker Securities Plc, 17
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How to fill out unicorn aim isa

01
To fill out the Unicorn AIM ISA, follow these steps:
02
Start by providing your personal details, such as your full name, date of birth, and contact information.
03
Enter your National Insurance number and tax residency status.
04
Specify the type of ISA you want to open, in this case, select Unicorn AIM ISA.
05
If you already have an existing ISA, indicate whether you want to transfer it to the Unicorn AIM ISA or not.
06
Next, you will need to complete the declaration and risk acknowledgment sections.
07
Review all the information you have provided and make sure it is accurate.
08
Sign and date the application form.
09
Submit the filled-out Unicorn AIM ISA application form to the appropriate authority or organization.
10
Wait for confirmation and further instructions regarding the status of your application.

Who needs unicorn aim isa?

01
Individuals who are interested in investing in companies listed on the Alternative Investment Market (AIM) may need the Unicorn AIM ISA. This ISA allows investors to specifically focus on AIM-listed companies, which are usually small and growing businesses with potentially higher risks and rewards. It is suitable for investors who are comfortable with taking on higher levels of risk in their investment portfolio and have a long-term investment horizon.
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Unicorn AIM ISA is a tax-free investment account specifically designed for investing in shares of companies listed on the Alternative Investment Market (AIM).
Individuals who want to invest in AIM-listed companies and take advantage of tax-free returns are required to file a Unicorn AIM ISA.
To fill out a Unicorn AIM ISA, individuals must choose a provider, open an account, select their investments, and contribute funds up to the annual limit set by the government.
The purpose of Unicorn AIM ISA is to encourage investment in smaller companies listed on the Alternative Investment Market by offering tax-free returns.
Investors must report the amount contributed, investments made, and any returns earned on their Unicorn AIM ISA.
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