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How to open a new ISA

If you have not yet opened a stocks and shares ISA in this tax year please follow the steps below, once you have read the Terms and Conditions in full, which can be found in the Simplified Prospectus:

1Decide how much money you wish to invest.
2Determine the level of risk with which you feel comfortable.
3Choose the fund(s) that meet your objectives.
4Download or request a Simplified Prospectus and application forms, then complete the relevant application form and return it to us today.
5Once you have invested you can keep track of your investments by using our My Portfolio Tool.