Shareprices Trading Sharedealing Account Application

Identification Details

Title *
Forename(s) in full *
Surname(s) *
Date of Birth *
(dd/mm/yyyy)
Town / City of Birth *
Country of Birth *
Country of Residence *
Country of Taxation *
Nationality *
Please click here for more information about national identifiers.
National identifier
NI Number *

Additional Nationalities

If you have more than one nationality, please list each of these in the boxes provided below, together with the relevant national identifier for that nationality.

Additional nationality
National identifier number
Additional nationality (2)
National identifier number (2)

Address Details

Address *
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Previous address

Contact Details

Home Telephone *
(including STD Code)
Work Telephone
Mobile Telephone
E-Mail Address *

Bank Details

Name on Account *
Account Number *
Sort Code * - -

Employment details

Employment type *
Occupation / Job title
Employer name
Nature of business
Date joined current employment

Investment details

Source of wealth
Source of funds
Approx. anticipated individual trade size
Approx. frequency of trading
Initial investment amount (£)

Experience and qualifications

PDMR details 1
Investment experience (years)
Types of instruments previously invested 2
Previous investment frequency
Investment education or qualifications
Please list any professional bodies you are a member of

1 A person discharging managerial responsibilities (PDMR) will typically be privy to potentially price sensitive 'inside' information in relation to the company they work for and are likely to hold senior managerial roles, for example, at Director or Board level. A person closely associated (PCA) with a PDMR is a spouse, family member, business partner or another known association.

2 e.g. Stocks, exchange-traded funds (ETFs), mutual funds, real estate investment trusts (REITs), bonds, derivatives contracts (i.e. options, futures, and swaps), certificates of deposit (CDs), bank deposits, loans.

Terms and Conditions

Please print out or download the Terms and Conditions to your computer for your records.

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.

SharePrices Trading is a trading name of Jarvis Investment Management Ltd (Jarvis), which is authorised and regulated by the Financial Conduct Authority. Share dealing services are provided by Jarvis, trading as SharePrices Trading, to whom you have been introduced by London South East Ltd. All dealing, administration and settlement in relation to these services is undertaken by Jarvis. You and Jarvis, not London South East Limited, will be counterparties to each transaction.

Jarvis is a member of the London Stock Exchange and is an HM Revenue & Customs Approved ISA Manager. Registered office: 78 Mount Ephraim, Tunbridge Wells, Kent, TN4 8BS. Registered in England number 1844601. VAT registration number 680 0400 74