• IDA Guide
• Junior ISA Key Facts
• Charges Guide
• Platform Guide
• Get Connected Guide
• SIPP Key Facts
• FSCS Important Information sheet
• Terms and Conditions

• Inter-Account Transfer Form

We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.

Existing Best Sun Credit Union customers can continue to transfer in-specie.

• First Step Instruction Form
• Junior ISA Instruction Form
• SIPP Instruction Form

• Child SIPP Application Form
• First Steps Application Form
• Junior ISA Application Form

• First Steps Withdrawal Form

• Compensation Statement
• Complaints Handling Procedure
• Conflicts of Interest Policy
• Identification Requirements Guide
• Order Execution Policy
• Interest Rate Table
• Tax Tables
• Personal identifier reference list

• Change of Address Form
• IDA Dividend Mandate
• Third Party Authority Form
• ATS Appropriateness Assessment - Complex Investments
• W-8BEN - Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
• How to complete Form W-8BEN
• W-9 - Request for Taxpayer Identification Number and Certification

• Generic Investment Illustrations
• List of Funds – Clean Share Class
• List of Equities
• List of Exchange Traded Products
• List of Investment Trusts