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Application forms

The paperwork you need to get things done

ISA

Please use this form to apply for an ISA account through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account. 

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You will need to complete an ISA transfer letter of authority for each provider you are moving from. If you want to move part of an ISA account to us, please complete a partial ISA transfer letter of authority.

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This form enables you to transfer a portion of an existing ISA account to Bestinvest. You will need to complete one ISA transfer authority form per provider you are transferring from.

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This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.

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This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.

Download

This document gives you more information about the key features (and associated costs) of our non-advised services.

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Junior ISA

Please use this form to apply for a Junior ISA through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account.

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Complete this form to transfer existing funds, shares or cash already held in a Junior ISA account to the Online Investment Service. Please accompany with a Junior ISA transfer letter of authority.

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This form should be completed along with a Junior ISA transfer application form to transfer the whole of your Junior ISA account to our Online Investment Service.

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This form should be completed along with a Junior ISA Application form to transfer your Child Trust Fund to our Online Investment Service.

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This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.

Download

This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.

Download

This document gives you more information about the key features (and associated costs) of our non-advised services.

Download

SIPP

If you would like to apply for a Best SIPP account through our Online Investment Service, please complete this form.

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Please complete this form if you are transferring another pension into the Best SIPP. It should be submitted along with a SIPP application form unless you are already a Best SIPP client.

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This form can be used to top-up an existing Best SIPP account by either paying in a lump sum or setting up regular contributions (either personally or through your employer).

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Please use this form to let us know how to pass on the funds in your SIPP and its benefits to others in the event of your death.

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If your employer is contributing regularly to your Best SIPP account, please ask them to complete and return this form along with the employer contributions standing order form.

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Please use this form when applying on behalf of a child (also referred to as a minor) for a Best SIPP through our Online Investment Service.

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This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.

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This document sets out the terms of business for Bestinvest’s Self Invested Personal Pension within the Best SIPP.

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Investment account

Please use this form to apply for an investment account through our Online Investment Service. Once processed, you will be able to make investment selections online through your new account.

Download

You can transfer existing funds or shares held in nominee accounts from your existing provider to us by completing this form and accompanying it with the relevant transfer letter of authority.

Download

You will need to complete a transfer letter of authority for each provider you are moving from. If you want to move part of an account to us, please complete a partial transfer letter of authority.

Download

Please complete one Partial Transfer Letter of Authority for each provider/plan manager you wish to transfer from and return to us with your completed Fund and Share Transfer Application.

Download

This form allows us to verify your bank details and lets you fund regular contributions into a Bestinvest account. Please complete it unless you are already an Online Investment Service client.

Download

You can transfer existing trust funds or shares held in nominee accounts from your existing provider to us by completing this form and accompanying it with the relevant transfer letter of authority.

Download

This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.

Download

This document gives you more information about the key features (and associated costs) of our non-advised services.

Download

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Call usCall us on 020 7189 9999