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Submit an ISA form

Use this form to submit an application or instruction form for your client’s Stocks and Shares ISA.

You can also apply for and make changes to your client's Stocks and Shares ISA using our online service. Login or find out more.

If you need to speak to us over the phone, just give us a call.

To speed things up, please have this information ready before you start:

  • your contact details
  • your company information
  • your client's details
  • the type of application you're submitting
  • consent from your client to make this application on their behalf
  • the completed application form.

Personal information collected on this form will be used to administer your request. To understand the detail of how we use your information you can read the privacy policy (opens in new window) or listen on 0800 085 8352.

 

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Submit your form

This form should take about 5 minutes to complete. All fields are mandatory unless marked as (optional).

Your details

The plan will be submitted under this number

Details of application

The reference will be quoted in an acknowledgment email when you submit the application

Supporting documents

You can upload a maximum of 20MB.

Allowed file types jpg, png, pdf
Need to upload more files? (optional)
Allowed file types jpg, png, pdf
Allowed file types jpg, png, pdf
Allowed file types jpg, png, pdf

Declaration

I confirm that:

  • I'm authorised by my client to submit this application and supporting documentation to you, via this medium, on their behalf; and
  • In submitting this application, I have complied with my obligations under Royal London's Terms of Business (PDF) and agree to be bound by the same in respect of this application.

Get in touch by phone

Give us a call on:

0333 0388 536

Lines open 8am to 6pm Monday to Friday (excluding bank holidays)

Get in touch by post

 

If you want to write to us, our address is:

Royal London House, Alderley Park, Congleton Rd, Nether Alderley, Macclesfield, SK10 4EL