Application and transfer forms
Also in this section
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.
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.
For ISA investments using your client's additional permitted subscription allowance use the following forms:
- PDF 99.5 KB 8 pages
Additional Permitted Allowance Application Form
- PDF 77.3 KB 4 pages
Additional Permitted Subscription Allowance Transfer Authority Form
- PDF 74.9 KB 2 pages
Additional Permitted Subscription Allowance Request For Valuation
- PDF 1.1 MB 4 pages
Aviva Additional Permitted Subscriptions Guide
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:
Would you like to receive printed versions of these documents?
You can order all of our literature and documentation online.