Application forms

Find forms and quick links related to your accounts

Forms related to your accounts

ISA

Task Apply online Download form
Open an ISA Open Online only
Transfer an ISA Transfer Online only
Add money to my ISA Add cash Online only
Sell funds Sell Online only
Amend my Regular Savings Plan Amend Online only
Switch between funds Switch Online only
Bed and ISA N/A Bed and ISA
Bed and ISA on behalf of someone N/A  Sell Investment funds
Open an ISA
Amend my bank details N/A  Amend bank details
Dual Year Investment ISA N/A  Dual Year Investment ISA

SIPP

Tasks Apply online Download form
Open a SIPP Open Fidelity SIPP
Transfer my SIPP Transfer Fidelity SIPP transfer
Add money to my SIPP Add cash Fidelity SIPP top-up
Add money from a third party N/A Third party SIPP top-up
Add money from an employer N/A Employer SIPP top-up
Amend a regular savings plan Amend Fidelity SIPP RSP
Switch between funds Switch Online only
Nominate my beneficiaries N/A Nominate beneficiaries
Record my employer contributions N/A Employer Contributions Record
Income amendment N/A Please read the Essential information for retirement income options before completing the Fidelity SIPP income amendment form.
Transfer advice declaration N/A You will need your financial adviser to complete a Transfer advice declaration form if they have advised you to transfer into a Fidelity SIPP from a pension with safeguarded or guaranteed benefits.

Investment Account

Task Apply online Download form
Open an Investment account Open Online only
Transfer my investments Transfer Online only
Add money to my Investment account Add cash Online only
Sell funds Sell Online only
Amend a regular savings plan Regular savings Online only
Switch between funds Switch Online only
Amend my bank details N/A Amend bank details
Trust Investments N/A Application form
Bare Trust for a child N/A Application form

Junior ISA

Task Apply online Download form
Open a Junior ISA Open Junior ISA
Add money to my ISA Add cash Online only
Amend my regular savings plan N/A Junior ISA amend
Switch between funds Switch Online only
Change a registered contact N/A Junior ISA change contact
Dual Year Junior ISA N/A Dual Year Junior ISA

 

Junior SIPP

Task Apply online Download form
Open a Junior SIPP N/A Junior SIPP
Add money to a Junior SIPP N/A Junior SIPP top-up
Amend my regular savings plan N/A Junior SIPP RSP
Switch between funds N/A Junior SIPP switch

General tasks

Tasks Download form
Transfer stocks Stock transfer
Change my address Change of address
Add someone to my account Joint holder supplement
Let us know how income is to be paid Income instruction
Set up or amend a withdrawal plan Regular withdrawal plan
Claim back my exit fee Exit fee reimbursement
Transfer SICAV stocks Stock transfer
Fidelity Personal Pension (Standard Life) Top-up form
Fidelity Personal Pension (Administered by SL) Key features document
Fidelity Personal Pension (Administered by SL) Terms and Conditions document

Client consent

We are in the process of moving all our clients’ accounts to a new administration system which will provide you with enhanced capabilities such as cash management and extended share dealing. However, only investments that are held in a nominee structure can be moved to our new system.

We contacted all our clients in 2015 asking for consent - if you haven’t yet given consent, you can still do so by filling in this Consent form.

Once we have your consent we will be able to move your account to our new system.

Forms related to Power of Attorney customers

Find out how to register Power of Attorney with us. Once you’ve done this, use the links below to download any additional forms.

Open an account

Investment product Download form
ISA Download form
Investment Account Download form

 

Add money to an existing account

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account Download form
Fidelity SIPP Download form
Junior SIPP Download form

Amend a regular savings plan

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account  Download form
Fidelity SIPP  Download form
Junior SIPP  Download form

Switch between funds

Investment product Download form
ISA Download form
Junior ISA Download form
Investment Account  Download form 
Fidelity SIPP Download form
Junior SIPP  Download form

Transfer investments

Investment product Download form
Fidelity SIPP Download form

Sell funds

Investment product Download form
ISA Download form
Investment funds Download form