ISA Declaration

I apply for a stocks and shares ISA for the tax year 6 April 2020 to 5 April 2021 and each subsequent tax year as required.

I declare that:

  • Any and all subscriptions made, and to be made, belong to me;
  • I am 18 years of age or over;
  • I have not subscribed, and will not subscribe, more than the overall subscription limit in total to a cash ISA, a stocks and shares ISA, an innovative finance ISA, and a lifetime ISA in the same tax year;
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA;
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform 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 I am married to, or in a civil partnership* with, a person who performs such duties.

I will inform Trading 212 UK Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

This application form has been completed to the best of my knowledge and belief. I will inform you without delay of any changes in my circumstances affecting any of the information given in this form.

Also:

  • I authorise you to make on my behalf any claim to relief from tax in respect of my ISA investments;
  • I authorise you to hold my cash subscriptions, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash;
  • I have read and agree to the terms and conditions of Trading 212 UK Limited and the above declaration relating to ISA investment.

* Couples registered under the Civil Partnership Act 2004.

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