TFS World Friendly Stocks and Shares ISA Additional Payment

Your Details

Other

First Name *

Middle Name(s)

Last Name *

Address *

Address Line 1

Address Line 2

City / Town

Post Code

Membership Number (if known)

National Insurance Number *

Occupation *

Employer *

Phone Number

Email *

Email

Confirm Email

Make additional payments to my existing ISA

ISA Policy Reference *

Making Payments

You can make a lump sum payment by bank transfer or by cheque and/or you can set up a regular Direct Debit. Payments are subject to the overall maximum allowed by the Government. The 2023-2024 ISA allowance limit is £20,000.

Once you have made your selection you will receive an email as confirmation.

Do you want to *

Make a one off payment
Set up a regular payment
Increase an existing regular payment

Payment Options

Please select from one of the payment options below:

Bank Transfer / Mobile Banking
Cheque

Please make your payment to the following account

Account name: Transport Friendly Society Limited
Sort Code: 60-83-01
Account: 20180683

Please use your National Insurance Number & Surname as the reference.

Please make your cheque payable to Transport Friendly Society Limited and write your National Insurance Number & Surname on the back of the cheque.

Please post your payment to:

Transport Friendly Society
3rd Floor Derbyshire House
St. Chad's Street
London
WC1H 8AG

We will send you confirmation of receipt once we have processed your payment.

Regular Direct Debit

If you would like to set up a regular Direct Debit payment, choose if you would like to pay monthly or yearly and select your collection date:

Monthly or Yearly *

Monthly
Yearly

Your Investment

Choose which fund(s) you wish to invest in:

TFS Future World ESG Developed Markets
TFS Future World ESG Multi-Index
Both funds (Please complete the below section)

For fund investment portfolio information - click here: Developed Markets Fund Sheet

For fund investment portfolio information - click here: Multi-Index Fund Sheet

Please enter the amount you wish to top up. We will add this amount to your existing payment.

Top Up Amount you wish to invest:

Developed Markets [£]

Multi-Index [£]

Total Top Up Amount [£]

(Minimum £30 monthly or £500 yearly)

Promo Code

Stocks and Shares ISA Declaration

A I declare that:
(i) All subscriptions made, and to be made belong to me.
(ii) I am 18 years of age or over.
(iii) I have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA.
(iv) I have not subscribed and will not subscribe more than the overall subscription limit in total to a cash ISA, a stocks and shares ISA, an innovative ISA and a lifetime ISA in the same tax year.
(v) I am resident in the United Kingdom for tax purposes or if not so resident, either perform duties which by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown Employees serving overseas), are treated as being performed in the United Kingdom, or I am married to or in a registered civil partnership with a person who performs such duties.
(vi) The information given in this declaration is true and correct to the best of my knowledge and belief and I will inform Transport Friendly Society without delay any changes in my circumstances affecting any of the information in this form.
(vii) I further declare that No advice has been given to me by the Society and that this purchase is on an Execution Only basis.

B I authorise Transport Friendly Society:
(i) To hold my subscriptions, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and/or any other cash.
(ii) To make on my behalf any claims to relief from tax in respect of ISA investments.

C I have read, understand and agree the Transport Friendly Society’s ISA:
(i) Important Information Document
(ii) Key Information Document
(iii) Terms and Conditions

Disclaimer
It is important to remember that the value of your investment and any income from it may fall as well as rise and is not guaranteed so you may get back less that what you invest. Any information relating to past performance of an investment is not a guide to future performance.
Money received will be invested on the valuation date following the receipt and no interest will be paid on cash held pending investment. The Society operates a NEXT quoted unit price for all transactions, which means the price of units purchased following any deposit into Your ISA will be set at the next pricing date.

I confirm I have read and understood the declaration above including Important Information Document, Key Information Document and Terms and Conditions. *

I confirm I have read and understood the declaration above including Important Information Document, Key Information Document and Terms and Conditions.