Application And Cancellation. 3.1 With effect from 31 July 2023 we have taken the decision to cease accepting new applications for ISAs directly from investors, except from existing ISA investors, and from investors who are already a Fund unitholder. Only individuals who meet certain eligibility restrictions imposed by the Law will be able to open an ISA. You must be at least 18 years old and not have subscribed to another Stocks and Shares ISA in the Tax Year. You must also be resident in the UK or meet certain other residency requirements specified by the Law. You must also provide us with satisfactory evidence of your identity in order for us to satisfy anti- money laundering obligations imposed on us by Xxx. All applications for an ISA must be made by the investor, except where the Law allows us to accept applications from duly appointed attorneys. If you are acting as an attorney and wish to apply for an ISA on behalf of someone else, please contact us (see section 22 (Contact Us) as we will require certain documentation from you before proceeding. We can refuse any application to open an ISA. For more information, or if you have any questions, please contact us (our contact details are available in section 22 (Contact Us)).
Application And Cancellation. 3.1 Only individuals who meet certain eligibility restrictions imposed by the Law will be able to open an ISA.
Application And Cancellation. ISA and Non-ISA
