Additional investments

If you want to make an additional investment to your ISA, Junior ISA or Child Trust Fund, please:

1. Read the relevant Key Investor Information Document or Key Information Document for the fund you'll be investing in.

2. Read the relevant Key Features or Product Guide document for your ISA or the Junior ISA.

3. Print off the relevant additional investment form, complete it and send it to us together with your cheque, if applicable.

You'll find the documents you need below...

Key Investor Information Documents

Please read the relevant Key Investor Information Document (KIID) for your fund. For further information relating to the charges and costs associated with the funds detailed in these documents, please see our Enhanced disclosure of fund charges and costs.

Managed Growth Fund - KIID

UK Growth Fund - KIID

OEIC Terms and conditions

Key Features

Please read the relevant Key Features document for the ISA or Junior ISA before making your investment. 

ISA:

Bonus ISA - Key Features

Stocks & Shares ISA - Key Features

Stocks & Shares ISA - Terms and conditions

Junior ISA:

Junior ISA - Key Features

Stocks & Shares Junior ISA - Terms and conditions

Additional investment forms

Print off the relevant additional investment form, complete it and send it to us together with your cheque, if applicable.

ISA:

ISA additional investment form 2024/2025


Junior ISA:

Junior ISA additional investment form 2024/2025


Child Trust Fund:

Child Trust Fund additional investment form 2024/2025