Investment account

Fund and share application

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.

Fund and Share transfer application

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.

Fund and Share transfer letter of authority

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.

Fund and Share partial transfer letter of authority

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.

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.

Fund and Share application Trusts

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.

Terms and 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.

Speak to an expert

If you would like to talk to us about your investment needs you can contact us on: