General Investment Account Top-Up Declaration

Please accept this document as confirmation of my instruction to make an additional contribution to my General Investment Account.

Provider:
Investment Amount:
£
In order to submit the form please complete each checkbox below:

Invest this sum across the previously selected funds

My threshold for investment risk remains the same as previously identified

Investing this sum is affordable leaving me with adequate reserves for day to day needs and emergencies

I understand the agreed adviser fee will be deducted from the investment amount

I understand the agreed annual adviser fee will be deducted from my fund

I understand that income generated may be liable to income tax and realised gains could be liable to CGT

Amount to Pay (1% Fee included):
£

Please note: your Financial Planner will confirm the bank details and your reference code in a separate email.

Your Full Name:
Your Email:
Date:
11 November, 2024

Submit your answers to your Financial Planner

Click on the photograph of your Financial Planner.

Click Submit and wait for confirmation that your form has been submitted successfully.

Thank you

Terms of Business Accepted and Acknowledged

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.