Personal details

Where did you hear about us? *
Title *
Forename(s) in full *
Surname(s) *
Date of birth *
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 *

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)

Your current address

Address *
Previous address

Contact details

Home telephone (inc. STD code) *
Work telephone
Mobile telephone
Email address *
Quarterly income withdrawal
Dividend reinvestment option
Promotional code
Please leave blank if you do not have one.

Bank details

Name on account *
Account number *
Sort code *

ISA 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 2020/21 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.

I declare that this application form has been completed to the best of my knowledge and belief.

If you are an existing customer with any trading name operated by Yorkshire Building Society or any subsidiary company, your marketing permissions already held will not change at this time by them, unless you notify each trading name or subsidiary. We will not sell your details to other companies but we may use marketing agents to act on our behalf.

Please print or save 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.


Please remember that stocks and shares and any income derived from them can rise and fall in value. You may not get back the full investment. If in doubt, please consult an independent financial adviser.