Please select your application form from the options below dependent on your investor status and requirements.
Please note: Individuals aged 18 or over who are investing in their own name may purchase units in non-ISA and ISA accounts. If your portfolio is to be held in joint names, the initial investment cannot be made online.
New ISA Investor
New ISA investors need to print and fill out the form below. Then post your application to:
Dealing & Administration
T. Bailey Fund Services Limited
64 St. James’s Street
Nottingham
NG1 6FJ
You can also open a Junior ISA (JISA) for a child aged 16 or younger who doesn’t already have a child trust fund.
Existing ISA Investor
Existing ISA investors need to print and fill out the form below. Then post your application to:
Dealing & Administration
T. Bailey Fund Services Limited
64 St. James’s Street
Nottingham
NG1 6FJ
You can also open a Junior ISA (JISA) for a child aged 16 or younger who doesn’t already have a child trust fund.
New non-ISA Investor
New non-ISA investors need to print and fill out the form below. Then post your application to:
Dealing & Administration
T. Bailey Fund Services Limited
64 St. James’s Street
Nottingham
NG1 6FJ
Existing non-ISA Investor
Existing non-ISA investors need to print and fill out the form below. Then post your application to:
Dealing & Administration
T. Bailey Fund Services Limited
64 St. James’s Street
Nottingham
NG1 6FJ
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