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Application forms
Forms for companies and trusts
Please note - we're in the process of moving existing company and trust accounts and new account openings to our new platform. This is happening in stages depending on the type of company or trust account in question. The forms below were updated in October 2023 and replace all existing forms. Please ensure you use these current versions and complete the correct form under the relevant organisation type to avoid delays in processing your instruction.
Forms for companies, charities and societies
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
| Task | Download form |
|---|---|
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Company / Charity / Society application form |
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Top up form |
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Switch form |
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Sell and withdrawal form |
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Regular savings plan form (set up/amend/cancel) |
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Withdrawal plan form (set up/amend/cancel) |
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Income form (set up/amend) |
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Re-registration / Transfer form |
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Re-registration / Transfer letter of authority form |
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Cash Management Account form |
Forms for personal pension trusts (single corporate body trustee only)
For example, a Self-Invested Personal Pension (SIPP) where the sole trustee is a corporate body.
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
| Task | Download form |
|---|---|
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Pension trust nominee application form (no individual trustee) |
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Top up form |
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Switch form |
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Sell and withdrawal form |
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Regular savings plan form (set up/amend/cancel) |
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Withdrawal plan form (set up/amend/cancel) |
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Income form (set up/amend) |
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Re-registration / Transfer form |
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Re-registration / Transfer letter of authority form |
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Cash Management Account form |
Forms for private trusts (bare or discretionary trusts)
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
| Task | Download form |
|---|---|
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Trust investments form |
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Bare Trust for a child form |
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Switch between investments form |
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Change of trustees form |
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Joint holders special renunciation form |
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Telegraphic transfer payment form |
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Top-up for trust accounts form |
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Regular savings plan form |
Set up and amendment - |
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Withdrawal form |
Send us a letter with the instruction signed by all account holders. For trust accounts, we need the signatures of all trustees. |
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Re-registration / Transfer form |
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Re-registration / Transfer letter of authority form |
Forms for pension trusts (corporate bodies and/or individual trustees)
For example:
- a small self-administered scheme or
- a personal pension trust, such as a Self-Invested Personal Pension (SIPP), which has an individual as a trustee and/or more than one corporate trustee.
Please make sure you have read the current Doing Business with Fidelity guide for these types of accounts.
| Task | Download form |
|---|---|
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Pension trust and personal pension trust form |
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Switch between investments form |
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Change of trustees form |
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Joint holders special renunciation form |
|
|
Telegraphic transfer payment form |
|
|
Top-up for trust accounts form |
|
|
Regular savings plan form |
Set up and amendment - |
|
Withdrawal form |
Send us a letter with the instruction signed by all account holders. For trust accounts, we need the signatures of all trustees. |
|
Re-registration / Transfer form |
|
|
Re-registration / Transfer letter of authority form |
Policies and important information
Accessibility | Conflicts of interest statement | Consumer Duty Target Market | Consumer Duty Value Assessment Statement | Cookie policy | Diversity and Inclusion | Doing Business with Fidelity | Fidelity gender pay report | Investing in Fidelity funds | Legal information | Modern slavery | Mutual respect policy | Privacy statement | Remuneration policy | Security | Statutory and Regulatory disclosures | Whistleblowing policy
Please remember that past performance is not necessarily a guide to future performance, the performance of investments is not guaranteed, and the value of your investments can go down as well as up, so you may get back less than you invest. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. This website does not contain any personal recommendations for a particular course of action, service or product. You should regularly review your investment objectives and choices and, if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser. Before opening an account, please read the ‘Doing Business with Fidelity’ document which incorporates our client terms. Prior to investing into a fund, please read the relevant key information document which contains important information about the fund.
This website is issued by Financial Administration Services Limited, which is authorised and regulated by the Financial Conduct Authority (FCA) (FCA Register number 122169) and registered in England and Wales under company number 1629709 whose registered address is Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP.
