• Stocks and Shares ISA Key Facts
• Charges Guide
• Platform Guide
• Get Connected Guide
• Stocks and Shares ISA Application Form
• ISA Top Up form
• FSCS Important Information sheet
• Terms and Conditions

• Inter-Account Transfer Form
• Stocks and Shares ISA – Additional Permitted Subscription Application

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.

• ISA Instruction Form

• Stocks and Shares ISA Income Withdrawal Form
• Stocks and Shares ISA Withdrawal Form – Personal Representatives
• Stocks and Shares ISA 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
• ISA Top Up Application
• 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