Additional Permitted Subscription Application Form
This form is essential for opening a stocks and shares ISA with IFSL under the Additional Permitted Subscription scheme. It is designed for the surviving spouse or civil partner of a deceased investor. Complete this form carefully to ensure your subscription is processed promptly.
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How do I fill this out?
To fill out this form, start by providing your personal details in Section A. Next, complete Section B with information about the deceased. Ensure all mandatory sections are completed and submit the form along with the required documents.
How to fill out the Additional Permitted Subscription Application Form?
1
Read the instructions carefully.
2
Fill out your personal details as required.
3
Complete the deceased's information in Section B.
4
Choose your investment option in Section D.
5
Sign and submit the form with the necessary documents.
Who needs the Additional Permitted Subscription Application Form?
1
Surviving spouses or civil partners needing to access their Additional Permitted Subscription allowance.
2
Financial advisers assisting clients in opening or managing ISAs under the APS scheme.
3
Individuals managing estates of deceased persons who had existing investments with IFSL.
4
Heirs who wish to invest the proceeds of an estate in additional subscriptions.
5
Investors looking to understand how to handle stocks and shares ISAs after a partner's death.
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What are the instructions for submitting this form?
Complete the application form and ensure all required sections are filled in accurately. Submit the form via post to IFSL at Marlborough House, 59 Chorley New Road, Bolton BL1 4QP, or via email to dealing@ifslfunds.com. You may also submit by facsimile at 01204 533045 for convenience.
What are the important dates for this form in 2024 and 2025?
Key dates for the Additional Permitted Subscription are often aligned with the tax year. For 2024, keep in mind the ISA subscription limits, while 2025 will feature similar guidelines and deadlines as set by the Financial Conduct Authority. Always verify updated dates and allowances annually.
What is the purpose of this form?
The purpose of the Additional Permitted Subscription Application Form is to facilitate the opening of a stocks and shares ISA for the surviving spouse or civil partner of a deceased investor. This form ensures that individuals can access their entitlement to invest additional funds, maintaining the integrity and continuity of investment post-death. Additionally, the application supports the management of deceased estates effectively by outlining pertinent details necessary for processing.
Tell me about this form and its components and fields line-by-line.
- 1. Section A - Personal Details: Includes mandatory information about the applicant such as title, name, address, and contact details.
- 2. Section B - Deceased's Details: Captures essential information of the deceased, including their name, date of death, and whether they were an existing investor.
- 3. Section C - Financial Adviser's Details: To be filled by the financial adviser if applicable, providing their contact details and services offered.
- 4. Section D - Investment Details: Provides options for how to subscribe using the APS allowance, including fund selection.
- 5. Section E - Income Instruction & Bank Details: Specifies the applicant's preference for income payments and requires accurate bank account information.
- 6. Section F - Privacy Notice: Informs the applicant about data processing in accordance with UK data protection laws.
- 7. Section G - Declaration: Final section where the applicant must read, understand, and sign to confirm the application details.
What happens if I fail to submit this form?
Failure to submit this form may result in the loss of your entitlement to the Additional Permitted Subscription allowance. Incomplete applications might cause processing delays and prevent proper investment management. Ensuring all fields are accurately filled is critical to avoid complications.
- Incorrect Information: Submitting incorrect or incomplete details may cause rejection of your application.
- Missing Documents: Failure to include required documentation like a death certificate can delay the process.
- Non-compliance: Not adhering to the guidelines may result in an invalid application leading to forfeiture of your subscription.
How do I know when to use this form?
- 1. To Access Additional Permitted Subscription: Fill out this form to utilize the APS allowance granted to surviving partners.
- 2. For Investment in Stocks and Shares ISA: Use the form to invest proceeds into a stocks and shares ISA, ensuring compliance with tax regulations.
- 3. To Manage Deceased Investor's Estate: Helps in managing the investment accounts of the deceased effectively.
Frequently Asked Question
Who needs to fill out the APS Application Form?
Surviving spouses or civil partners of a deceased investor need to fill out the form to claim their Additional Permitted Subscription allowance.
What information is required on the form?
You will need to provide personal details, information about the deceased, and your investment choices.
Can my financial adviser help me with this application?
Yes, your financial adviser can assist you in completing the form and ensuring all necessary details are accurately filled.
How do I submit the APS Application Form?
You can submit the completed form by mail, email, or fax as directed in the application instructions.
Is there a deadline for submitting this form?
It is advisable to submit the form promptly after the death of the investor to access the Additional Permitted Subscription allowance.
What happens after I submit my application?
Once submitted, IFSL will process your application and notify you of any further requirements.
Can I withdraw my application after submitting?
Please contact IFSL directly if you wish to withdraw your application.
What steps do I take if my application is rejected?
If rejected, review the feedback provided and address any issues outlined by IFSL.
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