Stocks and Shares ISA Declaration
“I apply to subscribe to a Stocks and Shares ISA for the current year and each subsequent year until further notice.
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 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
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.