Updating your Fidelity ISA declaration

Please enter your ISA account number and tick the box below to show that you agree to the following declaration and then click on ‘Submit’.

Fidelity ISA Declaration

I apply to subscribe for a stocks and shares ISA for the tax year 2018/2019 and each subsequent tax year in which I choose to make a subscription.

I declare that:

  • All subscriptions made, and to be made, belong to me, and that I am 18 years of age or over.
  • I have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with a person who performs such duties. I will inform Fidelity if I cease to be so resident or to perform such duties or to be married to, or in a civil partnership with, a person who performs such duties.
  • I authorise Financial Administration Services Limited:
    • to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash;
    • to make on my behalf any claims to relief from tax in respect of ISA investments.
  • The information I am giving is correct to the best of my knowledge, and I will inform Fidelity immediately if any of it changes.