Application and transfer forms

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Important information

Before you invest, you should consider and understand the risks of investing. Full information on the funds and the risks associated with investing can be found in the relevant prospectuses available to download from the fund centre. Please read the Key Investor Information Document and the Supplementary Information Document. If you choose to invest through an Aviva Investors ISA, please read the ISA Terms & Conditions.

We can only provide information on our own investment funds. It is important to note that in providing this information we are not making an investment recommendation and no personalised advice has been provided. If you have any doubt as to whether this type of investment is suitable for you and you wish to seek financial advice, you should contact your Financial Adviser. They will be able to take your personal circumstances into account when discussing your financial objectives and how best to achieve them.

If you have any questions, please call us on 0800 051 2003. We’re here to help, and will be happy to hear from you. (Calls are free from UK landlines and mobiles. Calls to this number may be recorded for training and monitoring purposes, and to comply with applicable law and regulations.

Changes to our UK Fund Range

We've recently written to investors regarding changes to a number of funds within our UK fund range, which will take effect on 7 August 2019. Before investing, please visit our Asset Management Market Study page for more information.

Direct Investment

For investments directly with us outside of an ISA

ISA forms and documents

 

For new ISA investments using your client's annual ISA limit – not under an additional permitted subscription allowance – use the following forms:

 

For transferring existing ISA investments – not under an additional permitted subscription allowance – use the following forms:

 

Where a person holding an ISA dies on or after 3 December 2014 and that person was married or in a civil partnership, the surviving spouse/civil partner is entitled to an extra ISA allowance.

This is referred to as the “Additional Permitted Subscription” (“APS”) allowance. Provided it is used within a permitted time period, this means that the surviving spouse/civil partner can invest more of their money into an ISA (up to the value of their late partner’s ISA) over and above the normal annual ISA limit.

How is the APS allowance calculated?

This depends on the date of death of the deceased ISA investor.

Where the ISA investor died between 3 December 2014 and 5 April 2018, the APS allowance equals the value of the ISA(s) at the date of death.

Where the ISA investor died on or after 6 April 2018, any ISA(s) held may remain open as a continuing account of a deceased investor, referred to here as a continuing ISA. The APS allowance equals the higher of the value of the ISA(s) at the date of death or the value of the ISA(s) at the date the ISA(s) cease(s) to be a continuing ISA.

The account will cease to be a continuing ISA on the earlier of the following:

  • The administration of the deceased’s estate is complete
  • The ISA is closed
  • 3 years after the date of death

Where multiple ISAs are held with one ISA provider, the value at the date of closure will be the total value of all ISAs at the date of closure of each account.

When the APS allowance is used, in whole or in part, the value of the APS allowance is fixed and cannot be changed.

Before making an additional permitted subscription, additional information and declarations are required, in addition to that which would be required in connection with an investment under the annual ISA limit. Your client should therefore use the forms in the tab below for ISA investments under their additional permitted subscription allowance.

Stock transfer

Bereavement

Supplementary forms and documents

 

If your client wishes to have income paid out, please ask them to complete this form:

 

For setting up direct debit payments from your client's bank account:

 

For switches from one fund to another, topping up an investment or to alter monthly direct debit instructions:

Reports and financial statements

Access annual and interim performance reports and financial statements.

View reporting

Explore funds

Access key fund documentation and performance reports.

View fund centre

Would you like to receive printed versions of these documents?

You can order all of our literature and documentation online.