ISA Declaration

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, and will not subscribe, more than the overall subscription limit in total to a cash ISA, a Stocks and Shares ISA, and an Innovative Finance ISA in the same tax year
  • I have not subscribed, and will not subscribe, to another Innovative Finance ISA in the same tax year that I subscribe to this Innovative Finance ISA, and
  • 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 Rebuildingsociety 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 have completed the application form to the best of my knowledge, belief and that the information provided is true and accurate
  • I authorise Rebuildingsociety:
    • 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
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