This site is for financial advisers only, Click here for the consumer site.

Share

ISA Additional Permitted Subscription (APS) - Spouse Inherited ISA application

If the surviving spouse of a deceased ISA investor has inherited the ISA, this form can be used to transfer the investments from the deceased’s ISA into the spouse’s ISA ‘in specie’, ie without actually selling them. 

This is in addition to other documents we require when an investor dies.

Download

Financial Adviser Verification