When you want to set up new arrangements or make changes to your account just print out the form(s) here. And if you've any questions or just want some assistance, call us on 0800 800 008 - we'll be pleased to help. We're here from 08:00 to 18:00 Monday to Friday.

account application forms

Print an account application form here, including the terms of business and tariff for the account:

	Application form
Share Account form for individuals
Child Trust Fund form (CTF)
CTF transfer in form
Junior Investment Account form
Investment Club Share Account form
ISA form
ISA Transfer form
Advice service registration form
DIY Pension - call us free on 0800 800 008 for an application pack

money in and out

	Set up / amend bank details form	for cash withdrawals direct to your Bank account (not for CTFs or DIY Pension)
	Quarterly income withdrawal form	for paying investment income to your bank account quarterly (not for CTF or DIY Pension)
	Monthly Investing form	set up/change a direct debit (not for CTF accounts)
	CTF regular investment form	set up a direct debit for the registered contact
	CTF monthly contributions form	friends and family can add to your child's fund

managing investments

	Transfer share certificates in	add existing share certificates to your account
	Transfer shares from another broker	bring all your share holdings together
	Investment instructions form	share purchase instructions by post
	Certificate sales form	sell your certificates by post
	Gift shares within The Share Centre	transfer shares to your spouse, partner or child
	ShareGift (outside The Share Centre)	donate shares to the ShareGift charity

managing your account

	Change of address form	give us your new, permanent, address
	Joint Account authorisation form	add a second person to your account
	Third party authority form	allow another person to deal with your account
	CTF Change of Registered Contact	authorise a change of Registered Contact
	CTF - Change from Stakeholder	switch to Child Investment Account
	CTF - Change from CIA	switch to Stakeholder
	W-8BEN form	complete this form when you invest in US shares
	Complex Investments Risk Warning Notice	required before dealing in complex investments

consolidating ISAs

Consolidating your ISAs form

bring several tax years together in one account

key features (funds)

Key Features

important information to read before investing