ISA

Please read this Application Form carefully. The Application Form, together with our Terms and Conditions of Business and Schedule of Charges, will constitute a legal agreement between you and Dowgate Capital Limited. If you are unsure about how to complete any section of this form, please contact us.

Personal Details

Contact Details

Current Residential Address

Bank Building Society Details

Please provide bank/building society details of the account to be used for settlement of your account

Third Party Authority

Third Party Disclosure

ISA Declaration

I apply to subscribe for a stocks and shares ISA for tax year 2020 / 2021 and each successive year until further notice.

The maximum annual subscription in 2020/2021 is £20,000

I declare that:

  • all subscriptions made, and to be made, belong to me
  • I am 18 years of age or over
  • I have not subscribed/made payments, and will not subscribe/make payments, more than the overall subscription/payment 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 Global Prime Partners 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

I authorise Global Prime Partners Limited:

  • to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash
  • to make on my behalf any claims to relief from tax in respect of ISA investments
  • to make withdrawals from the plan, comprising ISA investments, interest, dividends, rights or other proceeds or any cash, and transfer them to me

Consent and Acknowledgement

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With effect from May 25th 2018 the EU wide General Data Protection Regulation (GDPR) came into effect. To ensure we only contact you when you would like us to do so, we need you to confirm that you are happy for us to contact you with regards different communications. For communications that you would like to receive from us, please opt in to any of the below:

Data Privacy

In addition to the above, we have also updated our Privacy Notice and Cookie Policy, which sets out how we collect, store and handle your personal data. We can also provide you with our detailed privacy policy by emailing us at compliance@dowgate.co.uk