Online ISA Application

Once you have decided to apply for a Healthy Investment ISA just follow these simple steps. If you have any questions about the ISA or the application process, or if you would like us to send you an information pack and application form by post, just get in touch by telephone during office hours, or message us.

All Share ISA Withdrawal

Deciding to withdraw all or part of your All Share ISA investment is an important decision. This money has been invested for your future, so you should think carefully about how you will use the money, and if you want to remain invested in the Healthy Investment All Share ISA or a different kind of investment.

You can talk to us about your investment by calling us on 0161 762 5790 or by using the webchat facility on our main website.

When you are ready to make a withdrawal simply complete this form and submit it with your identification documents, or print this form and send it to us with copies of your identification documents.

Your details

Name(Required)
DD slash MM slash YYYY
Address(Required)
This will have been issued to you by HMRC in a letter around your 16th birthday. Alternatively, you can find it on a wage slip or benefit letter.
This was provided to you when we notified you that your Stakeholder Child Trust Fund has now turned into the All Share ISA, your policy number starts โ€œISAULโ€. Contact our office if youโ€™re unable to locate this.

Contact details

In case we need to contact you regarding your withdrawal please let us have your:

The withdrawal

Withdrawal(Required)

Your account details: This must be your bank or building society account

0 of 8 max characters

Security questions

Have you been encouraged, bullied or coerced into making this withdrawal by any other person?(Required)
Are you going to keep or use the funds withdrawn for your own use?(Required)
Have been forced in anyway to give all or part of the funds to someone else?(Required)
Have you been asked to put money into your Child Trust Fund or All Share ISA by someone else and then give it them back when you withdraw from your investment?(Required)

Identification

Must be dated in the last 3 months and show your name, address and the bank details you have entered above.

Accepted file types: jpg, pdf, doc, docx, png, Max. file size: 20 MB.
Passport, full/provisional driving licence or a letter addressed to you in the last 6 months from: College, University, Employer, Official Body i.e. HMRC/NHS. Please contact our office if you are struggling to provide any of these documents.
Accepted file types: jpg, pdf, doc, docx, png, Max. file size: 20 MB.

Feedback: (optional)

Weโ€™re interested to know how Child Trust Funds have helped young people or how they have invested or spent their money. Please tell us what plans you have for the amount youโ€™ve withdrawn.

Declaration

Declaration(Required)

 

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