TFS World Friendly Stocks and Shares ISA Application

Are you employed in the passenger transport industry or have a friend or relative employed? *

Yes
No

Unfortunately, you are not eligible to apply. Our plans are only available to workers in the passenger transport industry.

I would like to apply to: *

Open a new TFS Stocks and Shares ISA
Transfer my existing ISA to a TFS Stocks and Shares ISA

Transfer from existing ISA to a TFS Stocks and Shares ISA

You must complete a transfer form which you can download here to print out and complete by hand or email us to request a paper form to be posted to your home address.

Please send your completed transfer form to

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

Title *

Mr
Mrs
Miss
Ms

First Name *

Last Name *

Address *

Address Line 1

Address Line 2

City / Town

Post Code

Date of Birth *

Membership Number (if known)

National Insurance Number *

Phone Number

Email *

Email

Confirm Email

Employer *

Occupation *

Open a new TFS Stocks and Shares ISA

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.

How do you want to invest?

Lump Sum
Regular Direct Debit
Both

Lump Sum 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.

Initial Lump Sum Investment Amount (£) *

Minimum initial payment is £500

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

Developed Markets [£] *

Multi-Index [£] *

Total Investment Amount [£]

Promotional Code

General Data Protection Regulation – Consent for Use of Personal Data

The Transport Friendly Society Limited (the Society) collects your personal information when you apply for a product with us. The information disclosed by you in this application will be used by the Society to set up and manage the product you have applied for. The Society will not share your data with any third parties for any purposes subject to its legal or statutory obligations. If you would like more information on how the Society uses your personal information, please see our Privacy Notice which can be found on our website.

The Society may wish to contact you in the future with marketing information relating to its other products and services that may be of interest to you. However, the Society will only do this if you are happy to receive such information.

Once your marketing preferences have been updated they will remain in place until you let the Society know otherwise. You can update the Society at any time, opting in or out of marketing, or change the ways in which you would prefer the Society to contact you.

You can update your marketing preferences by contacting the Society:

Phone: 020 7833 2616

Email: info@tfs.uk.com

If you wish to hear about such products please tick the boxes below. If you do not wish to be added to our marketing list, simply leave the tick boxes below empty.

I am happy to be contacted and prefer to be contacted by:

GDPR Consent

Email
Post

Stocks and Shares ISA Declaration

I apply to subscribe for a Stocks and Shares ISA for tax year 2023/24 (the first tax year to which this declaration relates) and each subsequent tax year in which I choose to make a subscription.

A I declare that:

(i) I am 18 years of age or over

(ii) All subscriptions made, and to be made belong to me

(iii) 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

(iv) 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; and

(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 cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and 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.

Consent & Declaration *

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

Stocks and Shares ISA Application Form

Open a new TFS Stocks and Shares ISA

Lump Sum Payment Options

Regular Direct Debit

Monthly Direct Debit

Yearly Direct Debit

Your Investment