Stocks & Shares ISA Declaration

For your own benefit and protection you should read our Terms & Conditions carefully before committing to an investment. If you do not understand any points please contact for further information. When you use our services we will take this as acceptance and agreement of our terms, and you will be bound by them.

I apply to subscribe for a Stocks & Shares ISA for the current tax year (2024/25) and each successive year until further notice.

I declare that

  • all subscriptions made, and to be made, belong to me;
  • I am 18 years of age or over;
  • I have not subscribed/made payments, and will not subscribe/make payments, more than the overall subscription/payment limit in total to any cash ISAs, stocks and shares ISAs, innovative finance ISAs, and a Lifetime ISA in the same tax year;
  • 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 civil partnership with, a person who performs such duties. I will inform my platform provider or Seccl Custody Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties;
  • for my own benefit and protection, I have been given the opportunity to read the Terms and Conditions carefully and have had any questions I had concerning them answered to my satisfaction;
  • I agree to the Terms and Conditions; and
  • I consent to my personal data being used in accordance with the Terms and Conditions.

I authorise the ISA manager:

  • to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash;
  • to give effect to my instructions in accordance with the Terms and Conditions; and
  • to make on my behalf any claims to relief from tax in respect of ISA investments.

I declare that the application form has been completed to the best of my knowledge and belief. I will notify you without delay of changes to these particulars.