ISA forms and documents

Remember, you can do most things online but if you need forms, guides or documents you can find these here.

ISA forms and documents

What you need to read

Stocks and Shares ISA Key Facts
Charges Guide
Platform Guide
Get Connected Guide
Stocks and Shares ISA Application Form
ISA Top Up form
FSCS Important Information sheet
Terms and Conditions

Transfers

Inter-Account Transfer Form
Stocks and Shares ISA – Additional Permitted Subscription Application

We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.

Existing Keywest State Bank customers can continue to transfer in-specie.

Instruction Forms

ISA Instruction Form

Withdrawal

Stocks and Shares ISA Income Withdrawal Form
Stocks and Shares ISA Withdrawal Form – Personal Representatives
Stocks and Shares ISA Withdrawal Form

Useful Information

Compensation Statement
Complaints Handling Procedure
Conflicts of Interest Policy
Identification Requirements Guide
Order Execution Policy
Interest Rate Table
Tax Tables
Personal identifier reference list

General Forms

Change of Address Form
ISA Top Up Application
Third Party Authority Form
ATS Appropriateness Assessment – Complex Investments
W-8BEN – Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
How to complete Form W-8BEN
W-9 – Request for Taxpayer Identification Number and Certification

Investment Options

Generic Investment Illustrations
List of Funds – Clean Share Class
List of Equities
List of Exchange Traded Products
List of Investment Trusts

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

Investment charges

As well as our charges and fees, you will also pay a charge for your investments to the fund provider or investment trust.

For funds (OEICs, Unit Trusts, ETFs and Investment Trusts) the details are in the Key Investor Information Document (KIID)/Key Information Document (KID).

Maxed out your ISA limit?

Consider our Investment Dealing Account to invest more in the markets in a timely and cost efficient way.