* Required Field

Section 1 - Investment Type

Section 2 - Personal

First applicant (ISA only or OEIC or Unit Trust)

* *

*

<Only applicable for ISA applications>

* *

Second applicant (OEIC or Unit Trust Joint Application)

Or if different t ....

Section 3 - Contributions

  Note: Combined ISA contributions must be £15,240 or less in any one tax year

Payment Preference

Section 4 - Investment Funds

If you would like to pick your own funds then complete section 4a or if you prefer one of our portfolios, then go to 4b

4a - Self Select Fund Choice

% ...... %

% ...... %

% ...... %

% ...... %

% ...... %

Please ensure that the allocation adds up to 100%

4b - Select One of Our Portfolios

Click here for help choosing the right growth portfolio for you.

Or select one of the Actively Managed Portolios from the drop down list

Or select one of the HFS Passively Managed Low AMC Portfolios

Section 5 - Amalgamate Your Existing ISAs?

Section 6 - Income Requirements

Section 7 - Options on How to Invest Your Money

 

*

Please enter the validation number (required):

This Is CAPTCHA Image

 

Title

 

 

 

 

 

ISA/OEIC/Unit Trust Key Features Document

ISA/OEIC/Unit Trust Terms & Conditions

 

Please read this statement:

This application essentially is an emailed instruction from you to us, which indicates your chosen investment, how much you wish to invest and the funds you woud like the money invested.

Once we receive the instruction, we will start processing an application onto the Heritage Wealth Management investment platform which is administered by Standard Life.

We ask that you complete all of the data capture boxes that are relevant to you. At this stage it is not mandatory to supply us with your bank details. We shall request this at the next statge.

You are able to pay for the investment contribution by cheque made payable to 'Standard Life' or once the bank details have been set-up, instruct us the debit your account so the money is placed onto Heritage Wealth Management and invested according to your application. Heritage does not handle client investment money.

If you do miss one or more of the data capture boxes, we will contact you so that you are able to provide this over the telephone, by post or email. This will effectively extend the application process.

Application procedure

Step 1 - Complete the application form and submit to us

Step 2 - Once we receive the emailed instruction, we will start the application process on Heritage Wealth Managament

Step 3 - We will contact you regarding your bank details that will be kept confidential at all times. The bank details will be entered onto Heritage Wealth Management and used to pay any income to you; or on receipt of your instruction, debit the contribution and or pay our fee.

Step 4 - Once your application has been fully entered onto Heritage Wealth Management, we will send you our terms & conditions for you to read. You will only need to send back to final page with your signature on it.

Step 5 - Once we are in receipt of the signed terms & conditions, we will activate your application. This will be confirmed by Standard Life in writing a few days later. You will have 14 days to change your mind