Application forms
The paperwork you need to get things done
ISA
ISA application
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.
ISA transfer letter of authority
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.
ISA partial letter of authority
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.
Direct Debit instruction
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.
Terms of Business
This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
Key Facts
This document gives you more information about the key features (and associated costs) of our non-advised services.
Junior ISA
Junior ISA application
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.
Junior ISA transfer application
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.
Junior ISA transfer letter of authority
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.
Child trust fund to Junior ISA transfer authority
This form should be completed along with a Junior ISA Application form to transfer your Child Trust Fund to our Online Investment Service.
Direct Debit instruction
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.
Terms of Business
This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
Key Facts
This document gives you more information about the key features (and associated costs) of our non-advised services.
SIPP
SIPP application form
If you would like to apply for a Best SIPP account through our Online Investment Service, please complete this form.
Pension transfer form
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.
Additional contributions
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).
Expression of Wish form
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.
Employer contributions record of payments due
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.
Child's SIPP application form
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.
Terms of Business
This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
EBS Terms of Business Best SIPP
This document sets out the terms of business for Bestinvest’s Self Invested Personal Pension within the Best SIPP.
Investment account
Direct Debit instruction
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.
Terms of Business
This document sets out the terms of business for Bestinvest’s execution-only Online Investment Service.
Key Facts
This document gives you more information about the key features (and associated costs) of our non-advised services.
Need more help?
If you can't find the answer to your question, get in touch or we'll be happy to call you.
Call us on 020 7189 9999