data capture form...1 of 11 18039jisaf data capture form – application for a junior isa (jisa)...

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*18039JISAF*

DATA CAPTURE FORM– Application for a Junior ISA (JISA)

FOR FINANCIAL ADVISER USE ONLY

COMPLETING THIS FORM

• More information about each section is in the Guidance Notes at the end of the form. • Ensure that all applicable sections are completed, as you may not be able to submit the application online if information is missing.• For dates, please use the format day/month/year.• Editable fields allow you to input information into this form electronically. You can reset the editable data fields by clicking the reset

button at the end.• References in this form to our ‘platform’ mean Old Mutual Wealth’s UK technology platform, which hosts collective investments, ISAs and

JISAs as well as bonds and pension products.

ADDITIONAL DOCUMENTS OR INFORMATION WE MIGHT NEED

These are on the Old Mutual Wealth Literature Library• Transfer authority – to be completed and signed by your clients and sent to us, if they are transferring investments. (Personalised

versions can be printed during the online application process.) • Direct Debit Instruction – for regular investments, you will need to send us a signed paper Direct Debit instruction; more

information is in the Guidance Notes.• Sample Signature form – If we do not already hold a specimen signature for the Registered Contact, this form can be completed

and sent to us for this purpose.

Other possible requirements, depending on the payment method for the contribution:

• Payment by bank transfer or a signed cheque with a Remittance Advice Slip (for single lump sum investments).

• If you are sending payment for more than one application, we will need a separate payment for each one.

WITH THIS FORM YOU CAN:

• gather the necessary information and declarations from a client to input a JISA application online.We regularly update our forms; you can confirm that this November 2019 version is the latest by checking the literature library on our website www.oldmutualwealth.co.uk

SUBMIT THE APPLICATION ONLINE

• Before starting the online application, you will need to use the button entitled ‘Add Client’ to `create’ the Registered Contact’s record if they are not already clients of yours with investments on our platform. You can enter the child’s details during the application process, during which you will be able to select the Registered Contact from the record created beforehand.

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Title

First name(s)

Surname

Date of birth

National Insurance (NI) number

OR Tick here if the individual has never had an NI number

Mr Mrs Miss Master Other

2 CHILD’S DETAILS

Correspondence address

Permanent UKresidential address

Second telephone number (optional)

Telephone number (optional)

Postcode

Email address(optional)

New investment OR Top-up this JISA

Postcode

Use the residential address for correspondence? Yes No – enter the correspondence address below

Tax residency details

A C –JISA –

1.1 Network u If applicable Company name

1.2 Are you appropriately authorised to conduct this business? Yes - go to 1.3

Assigned adviser/Account to receive remuneration

1.3 Did you give financial advice to the client in respect of this application? Yes No

1 FINANCIAL ADVISER’S DETAILS

No - you will be unable to submit this application

a) Does the individual hold tax residency status* anywhere other than the UK? Yes - go to b) No - go to f)

b) Is the individual, or their spouse/civil partner, a Crown employee? Yes - go to f) No - go to c)

c) Country of tax residency* - go to d)

d) Tax identification type** - go to e)

e) Tax identification number** - go to f)

f) Country of nationality UK - go to h) Other (please specify) - go to g)

g) Passport number and expiry date*** - go to h)

h) Does the individual have a dual nationality? Yes - go to i) No - go to section 3

i) Second country of nationality UK - go to section 3 Other (please specify) - go to j)

j) Passport number and expiry date*** - go to section 3

For *, ** and *** - see the end of section 3.

If the individual has more than one country of tax residency, the additional details can be added after the application process, using the ‘edit client’ option.NOTE

PDF18039/218-0590/November 2019 JISA data capture – adviser

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Title

First name(s)

Surname

Date of birth

National Insurance (NI) number

Mr Mrs Miss Other

3 REGISTERED CONTACT’S DETAILS

Correspondence address

Permanent UKresidential address

Second telephone number (optional)

Telephone number

Postcode

Email address

Postcode

Use the residential address for correspondence? Yes No – enter the correspondence address below

Tax residency details

OR Tick here if the individual has never had an NI number

a) Does the individual hold tax residency status* anywhere other than the UK? Yes - go to b) No - go to f)

b) Is the individual, or their spouse/civil partner, a Crown employee? Yes - go to f) No - go to c)

c) Country of tax residency* - go to d)

d) Tax identification type** - go to e)

e) Tax identification number** - go to f)

f) Country of nationality UK - go to h) Other (please specify) - go to g)

g) Passport number and expiry date*** - go to h)

h) Does the individual have a dual nationality? Yes - go to i) No - go to section 4

i) Second country of nationality UK - go to section 4 Other (please specify) - go to j)

j) Passport number and expiry date*** - go to section 4

*Country of tax residence Normally you are resident for taxation in the country in which you spend the majority of your time each year. However, some countries (eg the United States) may also treat an individual as resident for taxation based on their nationality or citizenship. As tax residence is determined by the country in which tax is paid, it is possible to be tax resident in more than one country.**Tax identification type/number If your country of tax residence is the UK or the Isle of Man your ‘tax identification type’ is your National Insurance number. If it is Guernsey, Jersey or Gibraltar it is your Social Security Number. If you are a US national/tax resident it is your US Tax Identification Number. For many European countries it’s your National ID Number; for Greece and Portugal it’s the Tax Identification Number; and for Italy it’s the Fiscal Code. If the tax identification type has an expiry date, this might also be needed when submitting the application online. For help to work out where you are tax resident, or if you are unsure about your tax identification type/number, please consult a financial adviser or the information at www.oecd.org/tax/automatic-exchange.*** Passport numberPassport numbers and expiry dates are required for most non-UK nationalities; for many European nationalities, the tax identification ‘type’ is required in the passport number field, see ** above.

If the individual has more than one country of tax residency, the additional details can be added after the application process, using the ‘edit client’ option.NOTE


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Tax-year ending 5 April 2 0

Phased investment

This facility can be selected for each single payment investment and cash transfer.

5 CONTRIBUTION DETAILS

5.1 SINGLE PAYMENTS

• Cheque and bank transfer details are in the Guidance Notes.

• If you are sending payment for more than one application, we will need a separate payment for each one.NOTE

continued

4 DECISION MAKER DETAILS

The ‘decision maker’ is the one making decisions concerning transactions on this investment. In most cases it will be the Registered Contact, on the child’s behalf, but sometimes other people could be authorised to make decisions. More information is in the Guidance Notes.

a) Who is the decision maker on this account?

Customer (ie the child) Others – go to b)

b) Is the decision maker

An individual? – go to c) An entity (eg a trust or company)? – go to d)

c) Please provide the individual’s details here:

First name

Surname

Date of birth

Country of nationality

Now go to section 5

d) Please provide the entity’s LEI code here:

LEI code

Now go to section 5

0 0

UK National Insurance Number

Other (please specify) u Enter the passport number and expiry date below.

Third party single payment

Third party’s details

Use this contribution for phased investment?

Third party type Individual

£

Payment method Cheque Bank transfer

NoYes u complete the details below

Phased investment start date 0 1 2 0

Phased investment period 3 6 12 months

See *** at the end of section 3 Passport number and expiry date

5 3

u This means payment by the Registered Contact

3

You will need to enter the Registered Contact’s details on screen again here.


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5 CONTRIBUTION DETAILS (continued)

Transfer details – complete below

Ceding provider’s name

Date of the first subscription in the current tax year (if applicable) 2 0

Ceding provider’s address

JISA/CTF account number to be transferred

£Net subscriptions made into this JISA/CTF in the current tax year (if applicable)

• If the child has a Child Trust Fund (CTF), it must be transferred to the JISA because HMRC’s JISA regulations do not permit the child to have a JISA as well as a CTF.

• JISA and CTF transfers must be made in full; partial transfers are not permitted under the regulations.

NOTE

JISAAccount type

CTF Unique Reference Number (URN)

5.2 TRANSFERS

Previous and current tax yearsTax year 3

£

• Use this contribution for phased investment?

• Current value

Part 1 – Cash transfer

Cash transfer – go to Part 1 Transfer type Re-register assets – go to Part 2

Part 2 – Re-register assets

£• Residual cash value*

• Assets to be re-registered u If the asset isn’t available for selection online, add the estimated value of the asset to the cash value above.

Asset name No. of units/shares

continued

* This is the cash amount in the investment, which is also to be transferred.

NoYes u complete the details below

Phased investment start date 0 1 2 0

Phased investment period 3 6 12 months


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5.3 REGULAR PAYMENTS


Third party regular payment

A signed paper Direct Debit Instruction will be required (containing the Registered Contact’s bank account details)

First collection date any day from 01 – 28 2 0

Regular payment Payment frequency£ Monthly Yearly

Third party’s details

Third party’s bank details for the Direct Debit

Third party type Individual

Branch sort code

Name of bank account holder(s)

Bank/Building society account number

UK Bank/Building Society name

– –

6 ‘ASSUMED HOLDINGS’ FOR ILLUSTRATION PURPOSES

If the child/Registered Contact already has investments and/or linked accounts on our platform, their value will be displayed as ‘assumed holdings’ in the online application process and automatically included in an illustration.

If you want to amend the value (eg so that the illustration can take into account any additional investments), tick ‘Yes’ in the online application process.

You can record below any changes you want to make to the value displayed online.

£Decrease value displayed by:

£Increase value displayed by:

u This means payment by the Registered Contact

3

You will need to enter the Registered Contact’s details on screen again here.

u ie the Registered Contact’s bank account

8 DISTRIBUTION OPTIONS

State here how you wish us to handle any income we receive for assets in the JISA:

Reinvest in the JISA

Leave as cash in the JISA

For top-ups you will be given the option on screen to ‘use existing assets’ if required.

7 ASSET SELECTION

Assets for single, cash transfer and regular payments

Asset or Portfolio Name Inc/Acc

100%TOTAL 100%

Regular %Single/Cash transfer %

n/aCASH


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9 OLD MUTUAL WEALTH SERVICE CHARGE

• ‘Family linking’ is where we can link investments held on our platform by eligible members of the same family for the purposes of calculating the Old Mutual Wealth Service Charge.

• We will automatically link the JISA with investments held on our platform by the Registered Contact - you do not therefore need to request Family Linking to be applied.

• However, the spouse/civil partner of the Registered Contact and other eligible family members can apply for Family Linking.• More information about Family Linking and how to request this feature is in the Guidance Notes.

• The JISA will be on Charge Basis 3, which means it will be subject to the Old Mutual Wealth Service Charge.

Family linking

Quote reference

Account number

10 QUOTE REFERENCE AND ACCOUNT NUMBER

A C –JISA –

11 CLIENT DECLARATION AND SIGNATURE

Below is the declaration for the Junior ISA (JISA):

The total amount you subscribe in a tax year to a stocks and shares JISA must not exceed the maximum JISA allowance.

1. On the basis of the details supplied in my application a) As the registered contact for the child named in the application, I apply to subscribe for a stocks and shares JISA for the tax year indicated

in this application and each subsequent year until further notice. I understand that any Direct Debit instructions in this application will CONTINUE INTO SUBSEQUENT TAX YEARS until the child becomes 18 years of age, unless I inform Old Mutual Wealth Limited (‘Old Mutual Wealth’) to the contrary.

b) I declare that:

i. I will be the registered contact for the JISA

ii. I am 18 years of age or over

iii. I have parental responsibility for the child named in this application

iv. I have not subscribed to another stocks and shares JISA for the child

v. I am not aware of any other stocks and shares JISA held by the child (except where this is being transferred as part of this application)

vi. I am not aware of any Child Trust Fund (CTF) held by the child (except where this is being transferred as part of this application)

vii. I am resident in the UK

viii. the child is resident in the United Kingdom for tax purposes or, if not so resident, either performs duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or is married to, in a civil partnership* with, or a dependant of a person who performs such duties. I will inform Old Mutual Wealth if this changes.

(c) I understand that the child named in this application will be the beneficial owner of the investments held within the JISA and at 18 will be transferred into their name.

2. I authorise Old Mutual Wealth: a) to hold the subscriptions, JISA investments, interest distributions, dividends and any other rights or proceeds in respect of those investments

and any other cash

b) to make on the child’s behalf any claims to relief from tax in respect of JISA investments

c) to sell units or shares in investments within the JISA to meet any charges

d) to give effect to my instructions in accordance with the Terms and Conditions.

3. Contract notes – I understand that I will not receive contract notes relating to transactions involving the purchase or sale of investments which are carried out on a periodic basis in the manner agreed to in this application. Details of these transactions will be shown in the periodic statement which will be sent to me. In particular, such transactions include:

– regular investments payable by Direct Debit

– phased investments

– rebalances carried out by my financial adviser or portfolio manager (if applicable)

– dividend and rebate reinvestments

– sale of units to meet Old Mutual Wealth charges.

PAYMENTIf the payment method is:

• Bank transfer – payment must be made to our bank account, the details for which will appear on screen and are in the Guidance Notes.

• Cheque – please print the Remittance Advice Slip generated at the end of the application process and send it to us with the Registered Contact’s cheque.

• Direct Debit – please send us a paper Direct Debit instruction completed by the Registered Contact.

If you are sending payment for more than one application, we will need a separate payment for each one.


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11 CLIENT DECLARATION AND SIGNATURE (continued)

Client signature Date 2 0

(the registered contact for the JISA)


4. Important documents – I have been given the opportunity to read and keep the following, and to have any questions concerning them answered to my satisfaction:

a) Terms and Conditions, to which I agree

b) Key Features Document

c) an illustration and information about the costs and charges associated with my investment

d) all available Key Investor Information Documents, Key Information Documents and information about rebates, in respect of my chosen assets.

5. Exchange traded instruments (ETIs) – Where the application includes instructions to invest into ETIs, I understand the additional charges that apply for transactions involving this type of asset as shown within the illustration.

6. Privacy information – I confirm that I have read Old Mutual Wealth’s privacy notice available at www.oldmutualwealth.co.uk/privacy concerning use of my personal information and that of the child.

* as defined in the Civil Partnership Act 2004

7. Tax information – I understand that for regulatory purposes Old Mutual Wealth is required to obtain information concerning my tax status and that of the child named in this application.

a) I declare that:

i. the child and I are resident for taxation in the country(ies) shown as part of this application and we are not resident for taxation elsewhere

ii. the child and I are nationals of the country(ies) shown as part of this application and we are not nationals or citizens of any other country

iii. I will inform Old Mutual Wealth if this changes in the future

iv. the information and the statements made in this declaration regarding tax status are correct and complete, to the best of my knowledge and belief.

b) I understand that:

i. Old Mutual Wealth may need to contact me for further information regarding tax information

ii. if we are resident for taxation outside of the UK and/or nationals/citizens in a country other than the UK, Old Mutual Wealth may need to share our information with the relevant tax authorities.

8. I declare that this application has been completed correctly and to the best of my knowledge and belief.

9. Share class conversions – If an asset manager launches a new version of an asset that I hold, which offers me better value, I understand that my account will benefit from automatic conversion to the newer version of the asset and I agree to such conversions.

As part of the online submission you will need to make several declarations, as explained in the Guidance Notes.

12 FINANCIAL ADVISER’S DECLARATION

*18039JISAX*

www.oldmutualwealth.co.ukPlease be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.Old Mutual Wealth provides you with access to its investment platform. Within this platform you can open an ISA, Junior ISA (JISA) and Collective Investment Account provided by Old Mutual Wealth Limited and a Collective Retirement Account and Collective Investment Bond provided by Old Mutual Wealth Life & Pensions Limited. Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.

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2 & 3 CHILD AND REGISTERED CONTACT DETAILS• Before starting the online application, you will need to use the button entitled ‘Add Client’ to `create’ the Registered Contact’s record, if they are not

already clients of yours with investments on our platform.

• You may not need to capture all of the detailed information if their details are already held or to generate an illustration. To identify existing clients online, you can use all or part of the client name.

• The child will be the beneficial owner of the investments held within the JISA.

• The Registered Contact must have parental responsibility for the child.

• Under HMRC regulations, we need their valid National Insurance numbers, or confirmation that they have never had one.

• We cannot accept a residential address that is ‘care of’, which contains a PO Box number or which is the financial adviser’s address.

• We cannot accept a correspondence address that is the financial adviser’s address.

• Under HMRC regulations, the child must be: – UK resident, or – a Crown employee serving overseas, or – the spouse/civil partner/dependant of such a Crown employee.

• If an individual has more than one country of tax residency, the additional details can be added after the application process, using the ‘edit client’ option.

5 CONTRIBUTION DETAILS

• Phased investment – This facility can be selected for each single investment and cash transfer. The investment will be held in cash within the JISA and phased into the asset selection each month for the number of months specified. You cannot phase back into cash, so cash will not be available as an asset choice for the related contribution.

• 5.1 Single payments – Minimum single payment – £500 (does not apply to top-ups). – Maximum investment – the maximum allowance for the tax year, as defined by HMRC. – Cheque payments – must be payable to Old Mutual Wealth Limited and sent to us with a Remittance Advice Slip, which will be generated at the

end of the online process. – Electronic bank transfers you will need our bank details, which are: Account name: Old Mutual Wealth Limited Bank name: NatWest Bank plc Sort code: 56-00-68 Account number: 42087058 Reference number – please quote the JISA account number on electronic transfers (the number will be generated online during the application

submission process). – If you are sending payment for more than one application, we will need a separate payment for each one.

continued

1 FINANCIAL ADVISER’S DETAILS

• During the online application process you will need to confirm that you are appropriately authorised to conduct the business, and whether you have provided financial advice in respect of the application.

DATA CAPTURE FORM- Application for a JISA

GUIDANCE NOTES FOR FINANCIAL ADVISERSThese notes contain information relating to the sections in this form.If you have any questions, please refer to the online help options, or call us on 0808 171 2626.

4 DECISION MAKER DETAILS • This section concerns the person or people who will be making the decisions concerning any Exchange Traded Instrument (ETI) transactions on this investment, or if ETIs are intended to be traded in future. Our default position is that the customer is the decision maker on the account. However if someone else is making decisions on their behalf, they should be noted in this part of the application process.

• Scenarios where we would deem someone other than the account holder to be the decision maker: – Junior accounts where there is a Registered Contact/Guardian – we would always expect the Registered Contact/Guardian to be the decision maker – Adviser acting in a discretionary capacity.

• We must be informed if the decision maker on the account changes. The information can be updated online within the customer record by selecting Manage Details, then Edit. Before any ETI investments are made into a JISA, you will need to make sure that the decision maker record is correct.

Where the investments include a discretionary portfolio, the discretionary manager will automatically be reported as the decision maker for transactions they initiate. However, if other assets are held, the Registered Contact’s details should be entered in this section.

NOTE


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6 ‘ASSUMED HOLDINGS’ FOR ILLUSTRATION PURPOSES

• We calculate the Old Mutual Wealth Service Charge on the projected value of all the child’s and Registered Contact’s accounts and bonds on the platform. The illustration will assume that the value of any other investments included will be retained on the platform for the full duration of the illustration.

• The value of their other holdings will be displayed online but can be amended for the purposes of the illustration, if required.

7 ASSET SELECTION

• You must make sure your client has seen the latest Key Investor Information Document (KIID) or Key Information Document (KID) in respect of their chosen assets, where applicable. More information is on our website www.oldmutualwealth.co.uk/fund-info.

• You will also need to declare online that you have informed your client of the rebate information for the assets selected, where applicable, and that the client has seen the Costs and Charge Statement (which is part of the illustration/projection).

• Please make your client aware that VAT will be added to the Service Charge for JISAs if they invest in a WealthSelect Managed Portfolio. Where other assets are held in addition to the MPS portfolio, the VAT will be calculated based on the proportion of the account value held in the MPS portfolio.

8 DISTRIBUTION OPTIONS

• This section refers to income generated by the assets, including: – assets with income units – Exchange Traded Instruments (ETIs).

– Income generated by assets within a portfolio will be handled in line with the preference of the portfolio provider.

• If income is reinvested into ETIs, a Dealing Charge will be incurred. Stamp duty and other costs may also apply.

• The rates for our Service Charge reduce in stages as the total value of an investor’s assets increases.• ‘Family Linking’ is where we link investments held on our platform for the purposes of calculating the charge.• It means we would use the combined larger asset value to determine the Service Charge percentage, which could then potentially be lower.• We will automatically link the JISA with investments held on our platform by the Registered Contact - you do not therefore need to request Family Linking

for them. However you will need to request Family Linking to link the JISA with the investments of another parent or other eligible family members, by using the Family Linking form available from our Literature Library.

• If the assets include a WealthSelect Managed Portfolio, VAT will be added to the proportion of the Service Charge related to the Managed Portfolio, as mentioned in the notes for section 7.

9 OLD MUTUAL WEALTH SERVICE CHARGE

• The quote reference and account number will be generated online; they can be written in section 10 for your records.

10 QUOTE REFERENCE AND ACCOUNT NUMBER

• This section contains the declaration that you will effectively make on your client’s behalf during the online process.• HM Revenue & Customs rules require us to send the client a statement confirming the personal information received and certain regulatory

declarations. This is for the client’s own records. We will send the document including the declaration in section 11 once the application is submitted.• The Registered Contact’s signature in this section is for your own records.• However, we must also hold a valid signature for investors, to ensure any future instructions are not delayed whilst security checks are made. If we do

not already hold a specimen signature for the Registered Contact, the Sample Signature form, available from our Literature Library, can be completed and sent to us for this purpose.

11 CLIENT DECLARATION AND SIGNATURE

• 5.2 Transfers – You will need to complete details for each ‘ceding provider’. You will only need to complete the address if the provider’s details don’t automatically

appear and you therefore enter the details manually.

– If transferring a CTF, the URN is the 9-character Unique Reference Number of the CTF, which is usually shown on statements from the CTF provider.

– Re-registration ‘residual cash value’ – this is the cash amount held by the ceding provider but you should include a value for any assets you have been unable to locate to re-register, otherwise the value will not be included in the illustration. If assets cannot be re-registered for any reason, they will be sold and the proceeds placed in cash within the JISA. They can then be switched into a revised asset choice.

– A JISA or Child Trust Fund must be transferred in full.

– Transfer authority - personalised authorities can be produced during the online application process for your client to sign. You will need to send the authorities to us.

• 5.3 Regular payments – A paper Direct Debit Instruction must be completed by the Registered Contact. We will not begin making collections until it is received and processed. – Minimum regular payment: £50 (monthly payments)/£500 (annual payments). – Maximum regular payment: there is no maximum payment, provided the total contributed during the tax year does not exceed the allowance

defined by HMRC. – We will need at least 10 working days to set up the Direct Debit Instruction. The start date cannot be more than 13 months away.


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www.oldmutualwealth.co.ukPlease be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years.Old Mutual Wealth provides you with access to its investment platform. Within this platform you can open an ISA, Junior ISA (JISA) and Collective Investment Account provided by Old Mutual Wealth Limited and a Collective Retirement Account and Collective Investment Bond provided by Old Mutual Wealth Life & Pensions Limited. Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England and Wales under numbers 1680071 and 4163431 respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO14 7EJ, United Kingdom. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority. Old Mutual Wealth Life & Pensions Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 165359 and 207977 respectively. VAT number 386 1301 59.PDF18039/218-0590/November 2019 JISA data capture – adviser

• As part of the online application process, you will be required to make several declarations, including the following as applicable to your client’s application.• Your authority to complete this application and acceptance of the declarations made on behalf of your client.• CoVI relating to the individuals named in the online application.• Confirmation that your client: – agrees to being included in future share class conversions and understands the implications – has been informed of the rebate information for assets selected and has seen related Key Investor Information Documents (KIIDs) and/or Key

Information Documents (KIDs).• Confirmation that you have: – disclosed costs and charges to your client – read and agreed to the WealthSelect Managed Portfolio Service declaration.• Declarations relating to payment by Direct Debit.

12 FINANCIAL ADVISER’S DECLARATION

data capture form...1 of 11 *18039jisaf* data capture form – application for a junior isa (jisa)...

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data capture form...1 of 11 18039jisaf data capture form – application for a junior isa (jisa)...