Please accept this document as confirmation of my instruction to top-up my existing ISA.
We assume you have not made an ISA investment elsewhere during this current tax year.
Invest this sum across the previously selected funds
My threshold for investment risk remains the same as previously identified
Investing this sum is affordable and leaves me with adequate other 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
Please note: your Financial Planner will confirm the bank details and your reference code in a separate email.
Click on the photograph of your Financial Planner, click Submit and wait for confirmation that your form has been submitted successfully.
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.