Optiva ISA Account Application

Identification Details
Please click here for more information about national identifiers.
If you have more than one nationality, please list each of these in the boxes provided, together with the relevant national identifier for that nationality.
Address Details
Contact Details

Please enter at least one contact telephone number.

Uncheck if you prefer contract notes posted to you.

Send me out any balance from my dividends by BACS on a quarterly basis (bank details required).

I agree that you may contact me about your financial services and products.

Bank Details
Subscription Details

I wish to apply for a Stocks and Shares ISA for this tax year and each subsequent year until further notice.

The subscription allowance for the 2018/19 tax year is £20,000.

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 a cash ISA, a stocks and shares ISA, an innovative finance ISA, and a Lifetime ISA in the same tax year
  • 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
  • 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 Jarvis Investment Management Ltd 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

I authorise Jarvis Investment Management Ltd:

  • 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 take on my behalf any claims to relief from tax in respect of ISA investments.
Terms and Conditions

Please print out or save the product brochure and terms and conditions to your computer for your records.

Terms and Conditions

As part of the EC Money Laundering Directive we are required to verify your identity.

By submitting your application you agree that we may undertake a search with Experian for the purposes of verifying your identity. To do so Experian may check the details you supply against any particulars on any database (public or otherwise) to which they have access. They may also use your details in the future to assist other companies for verification purposes. A record of the search will be retained.