Self Select Applications

Instruction Form

A form to alter an existing investment contribution, including: lump sum top-ups, reduction & stopping regular payments

Click on the picture below to open the brochure

Investment Brochure


How to use our Non Advisory Investment Portal

This portal is for experienced investors wishing to open a new ISA, OEIC or Bond or top up their existing Heritage investment. If you are not sure you are suitably experienced, click on the 'Do I need Advice?' link on the right or request a call back and we will be in touch to offer assistance.

We provide three ways to access the discounted investments through our website. If you are happy to choose the funds yourself, click on the appropriate 'Self Select' link from the left hand sidebar.

If you have an existing investment with Heritage and wish to add additional funds, click on the' Existing Investment Alteration Form' link on the left side bar.

What we offer

Is it right for me?

This service is most appropriate for people who:

If this service feels right for you, click on appropriate left hand sidebar link to access the online application