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STOCKS & SHARES ISA APPLICATION Please complete this form in blue or black ink, using CAPITAL letters and ticking the appropriate boxes. This form can be used by individuals to: Make a lump sum investment
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Stocks and shares ISA is a type of individual savings account that allows individuals to invest in the stock market without paying tax on the returns.
Any individual who wants to invest in the stock market tax efficiently can open and contribute to a stocks and shares ISA.
To fill out a stocks and shares ISA, individuals need to choose a provider, decide on their investment strategy, and make contributions up to the annual allowance.
The purpose of stocks and shares ISA is to help individuals grow their wealth by investing in the stock market tax-free.
The stocks and shares ISA provider must report to HM Revenue & Customs the value of the investments held within the ISA.
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