Forms

You can download the forms by clicking the links below. They are in PDF format so you’ll need the Acrobat reader. You can get a copy from the Adobe website if you haven’t already got one.


Title Download
Investment Account Application PDF
Investment Account Transfer In PDF
ISA Application PDF
ISA Transfer In PDF
ISA Subscription PDF
ISA Cancellation PDF
Bed and ISA PDF
Direct Debit Setup & Change of Bank Details PDF
Change of Personal Details PDF
Change of Country of Residence PDF
Confirmation of Identity PDF
Self Certification PDF
Third Party Authorisation (Investment Account & ISA) PDF
Nominee CREST Transfer Form PDF
Certificated CREST Transfer Form PDF
Stock Transfer Form PDF
W-8BEN Guidance Notes PDF
Appropriateness Test
(must be read and completed before trading in warrants and other complex instruments is permitted)
PDF
CSN to Investment Account Transfer (for transferring out of an Equiniti CSN only) PDF
Account Closure PDF
Gifting of shares PDF
APS Allowance Request Declaration PDF
APS Subscription Form PDF
APS Transfer Authority PDF
Small Estate Declaration PDF



Please post all forms to:

Equiniti
PO Box 4605
Aspect House
Spencer Road
Worthing
BN99 6QY

If you're posting any valuable documents, such as share certificates, you may want to send these by registered mail.