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Apply now for an Aviva Investors Investment ISA

Before you apply for your stocks and shares ISA, you need to check whether you’re able to take one out.

Step 3

Apply for our Investment ISA

< back to Step 2: Where to invest your money

Am I eligible for an ISA?

You can apply for a stocks and shares ISA if you:

  • are 18 years old or more
  • haven’t already paid into a stocks and shares ISA in this tax year
  • are a UK resident, Crown employee or the spouse or civil partner of a Crown employee
  • have a minimum of £50 a month or a £500 lump sum to invest
  • can pay your ISA contributions yourself.

More information for Crown employees

At the moment, we can’t offer online applications for Crown employees working abroad or their spouses or civil partners.

If this applies to you, please download the application form below or call us on 0800 051 2003 and we’ll send you a form. Calls are free from a BT landline . Call charges will vary from mobiles and other networks. We may monitor or record telephone calls.

Four things to do before you apply

  1. Take a look at our page on how our stocks and shares ISA works. It will help you understand more about this ISA and should answer any questions you have.

  2. Visit our page on choosing where to invest your money. We suggest you write down the name of all the funds you want to invest in as you’ll need to have these to hand when you apply.

  3. Read these important documents:

  4. Before you apply for our stocks and shares ISA, you should be sure that this investment is right for you. We can’t offer you financial advice, so if you feel you need this, please talk to a financial adviser before you go any further.

    An adviser is likely to charge you for advice. However, they can assess your situation and tell you whether this stocks and shares ISA and the funds you’re thinking about investing in are suitable for you. If you don’t have an adviser, you can find one in your local area through unbiased.co.uk.

Please remember:

  • The value of the assets in the funds can go down as well as up, as can the value of your investment.
  • You may not get back the amount you originally invested.
  • You should think of your investment in these funds as a medium to long-term investment of at least five years.
  • As these funds may hold foreign currency or invest in assets outside the UK, exchange rates may affect the value of your investment.

Apply online now

You’ll need these things to hand as you apply online for an Aviva Investors Investment ISA:

  • your National Insurance number
  • your debit card

    For security purposes you may invest a maximum amount of £10,000 per debit card transaction online. If you wish to invest more, please submit a postal application.

  • your email address
  • the name of the funds you’ve chosen to invest in.

Already registered with our online service?

If you’ve already registered with us, you can log in to your account and apply using the “Invest now” menu option.

Apply by post

  1. Download an application form

  2. Send your completed form and payment to us

    • Aviva Investors Administration Office
      PO Box 10410
      Chelmsford
      CM99 2AY

Transfer your existing ISA to Aviva

If you already have an ISA, you can transfer it to an Aviva Investors Investment ISA as long as your current ISA provider allows you to do this.

Things you need to know about transferring your ISA

  • If your ISA is for the current tax year, you must transfer the whole ISA.
  • Your can partly or fully transfer older ISAs.
  • You can transfer a cash ISA into another cash ISA or a stocks and shares ISA.
  • You can only transfer a stocks and shares ISA into another stocks and shares ISA.
  • When you transfer your ISA, your investment will be uninvested for a short time, during which the market may move up or down. This means you could potentially lose some growth or income.

We must have a signature from you before we can go ahead with an ISA transfer, so you’ll need to fill in an application form. Here’s what you need to do:

  1. Choose your funds

  2. Download a transfer form

  3. Send your completed form to us

    • Aviva Investors Administration Office
      PO Box 10410
      Chelmsford
      CM99 2AY

  4. Let us do the rest

    • We’ll get in touch with your current ISA provider and set the wheels in motion for transferring your investment over to us.

    • Your current provider may get in touch with you and ask you to confirm that you want to transfer your existing ISA.

    • We’ll let you know as soon as your Investment ISA is up and running.

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