Self Directed ISA form

Your guide to filling in the form

INVESTOR PORTFOLIO SERVICE – SELF DIRECTED – NBS ONLINE INVESTMENTS LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE – SELF DIRECTED – NBS ONLINE INVESTMENTS

TAX YEAR 2016/2017

ISA TRANSFER APPLICATION FORM. Complete and return this form to transfer an existing stocks and shares or cash ISA from another ISA ISA TRANSFER APPLICATION FORM. TAX YEAR 2015/2016

manager to a stocks and shares ISA with IPS. Complete and return this form to transfer an existing stocks and shares or cash ISA from another ISA ISAs must transferred as cash. manager to be a stocks and shares ISA with IPS. FOR OFFICE USE ONLY FOR OFFICE USE ONLY Agency number Agency number

7

7

2

2

0

0

5 5

2 2

6 6

3 3

Segment Segment

Self Directed Basic Investment Service Self Directed Basic Investment Service

Please complete Legal & 1112, General, PO Box CM99 1112, 2UX Please completeininBLOCK BLOCKCAPITALS CAPITALSusing usingblack blackink inkand andreturn returnto: to:Investor Investor Portfolio Portfolio Service, Service, PO Box Chelmsford Chelmsford CM99 2UX Please ensure you’ve read the current version of the following Product Documents before you make any investment decisions: Please ensure you’ve read the current version of the following Product Documents before you make any investment decisions: • Key Investor Information Document (KIID) • Key Investor Information Document (KIID) • Investing with IPS • Investing with IPS • IPS Terms and Conditions • •IPS Terms and Conditions Important Fund Information • •Important Fund Information Nationwide Self Directed Customer Agreement • •Nationwide Self Directed Agreement Nationwide Online TariffCustomer of Charges. • IfNationwide Online Tariff ofpoint Charges. you don’t understand any please ask for further information. You can contact us on 0345 272 0089 and we’ll be happy to help. If you don’t understand anymay point please askmonitor for further information. You can contact us on 0345 272 0089 and we’ll be happy to help. Call charges will vary. We record and calls. Call charges will vary. We may record and monitor calls.

SECTION SECTION1.1.Personal Personaldetails details––complete completethis thissection sectionin infull full

1 If you wish to complete a Cash ISA transfer in to Cofunds Legal & General Stocks & Shares ISA please include your details here

Mr/Mrs/Ms/Miss/Other Mr/Mrs/Ms/Miss/Other

Existing IPS customer customerreference reference(if (ifapplicable) applicable) Existing IPS

Surname Surname

Forename(s) inin full Forename(s) full

Date of birth

D

Address Address We need your permanent We need your permanent residential address residential addressincluding including the postcode, we the postcode, wecan’t can’taccept accept a c/o address. a c/o address.

D

M

M M

YY

Please tick Do you have aa National National Insurance number? number? Postcode Postcode

If you’ve lived at your current If you’ve lived at your current address for less than three address for less than three months, please provide your months, please provide your previous address: previous address:

YY

YY

YY

Male Male

Female Female

Yes Yes

No No

If Yes, please provide provideyour yourNational NationalInsurance Insurancenumber number

Please confirm confirm the the number numberof ofISA ISAtransfer transfer authority forms forms attached attached

Postcode Postcode Contact telephonenumber number Contact telephone Email address Email address Tax residency Tax residency Please read the following Please readand the confirm following sentence by sentence andbox confirm by ticking the if applicable. ticking the box if applicable.

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2 If you are an existing IPS customer please ensure you make note of your IPS customer number. If you are new to IPS, please leave blank

I confirm that I am solely UK resident for tax purposes and not a US citizen. I confirm that I am solely UK resident for tax purposes and not a US citizen. If you can’t confirm and tick the box, please complete the Individual Self-Certification form available from IfCustomer you can’t Services. confirm and tick the box, please complete the Individual Self-Certification form available from Customer Services.

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Self Directed ISA form

Your guide to filling in the form

SECTION2.2. Transfer Transferinvestment investmentchoices choices SECTION Findthe thefund(s) fund(s)you youwant wantto toinvest investinto intofrom fromthe thelist listbelow, below,and andtell tellus uswhat what percentage percentage of of the the amount amount being being transferred transferred you Find you want want to to invest invest into into each each fund. fund. We’llinvest investthe theproceeds proceedsof ofthe theinvestments investmentsbeing beingsold soldinto intothe thecommission-free commission-free share share class class of of the the funds funds you you choose. choose. We’ll Fundmanagement managementcompany companyand andfull fullfund fundname name Fund

3 The funds are displayed on the form; please inform us of the percentage you wish to invest in each fund

Unit/share type Unit/share type

Percentage Percentage to to invest invest in in this this fund fund

Legal&&General GeneralMixed MixedInvestment Investment0-35% 0-20%CCFund Fund Legal

ACC ACC

% %

Legal&&General GeneralMixed MixedInvestment Investment20-40% 0-35% CC Fund Legal Fund

ACC ACC

% %

Legal&&General GeneralMixed MixedInvestment Investment40-85% 20-60%CCFund Fund Legal

ACC ACC

% %

Legal &Tracker GeneralC Mixed L&G (N) Trust Investment 40-85% C Fund

ACC ACC

% %

L&G & (N)General TrackerGlobal C TrustEquity Index C Fund Legal

ACC ACC

% %

Legal & General Global Equity Index C Fund

SECTION 3. Nominated bank account – complete this section in full Name and full postal address of your bank/building society You need to provide the SECTION 3. Nominated bank account – complete this section in full details of your bank/building society account so we can Name and full postal address of your bank/building society make any payments You need to provideby theBACS. details of your bank/building We may use these details to society account so we can pay youany thepayments proceedsby of BACS. any make future withdrawals. We may use these details to Postcode pay you the proceeds of any future withdrawals. Name(s) of account holder(s) Postcode

Total transfer amount ACC

100% %

Total transfer amount

100%

Bank/building society account number Bank/building society account number

Branch sort code

– Branch sort code Roll number (if –applicable)

– –

Roll number (if applicable)

Name(s) of account holder(s)

This account must be held, or jointly held, by the named applicant(s). We can’t make payments to a third party. If any of these details change in the future, please write and tell us. This account must be held, or jointly held, by the named applicant(s). We can’t make payments to a third party. If any of these details change in the future, please write and tell us.

ISA Transfer application form Legal & General ISA Transfer application form

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Self Directed ISA form

Your guide to filling in the form

SECTION4.4. Service ServiceCharge Charge SECTION Thissection sectionconfirms confirmsthe theService ServiceCharge Chargeyou youagree agreeto topay payNationwide Nationwide Building Building Society. We will of this from your IPSfrom Cashyour This Legal &facilitate General payment will facilitate payment of this Account in line with the with IPS Terms and Conditions. IPS Cash Account in line the IPS Terms and Conditions. ANNUALSERVICE SERVICECHARGE: CHARGE:0.40% 0.40% ANNUAL Bysigning signingthe thedeclaration declarationand andauthority, authority,I Iauthorise agree to pay a Service Charge, asaset out within theas Nationwide Self Directed Customer Agreement By Legal & General to pay Service Charge, set out within the Nationwide Self Directed and Nationwide Online Tariff Charges, ofOnline 0.40%Tariff each of year of my investment’s value Building Society. Please calculate and pay this on Customer Agreement andofNationwide Charges, of 0.40% each yearto ofNationwide my investment’s value to Nationwide Building Society. Please a monthly basis from my IPS Cash Account. calculate and pay this on a monthly basis from my IPS Cash Account. You’llfind findmore moreinformation informationon onthe theService ServiceCharge Chargein inthe theNationwide Nationwide Online OnlineTariff Tariff of of Charges. Charges. You’ll It’simportant importantthat thatyou youhave haveenough enoughmoney moneyin inyour yourIPS IPSCash CashAccount Account each each month month to to pay pay the the Service It’s Service Charge Charge and and any any other otherfees feesand andcharges chargesyou you have.One Oneway waytotodo dothis thisisistotoadd addmoney moneyto toyour yourIPS IPSCash CashAccount Account in in advance advance through through one one of have. of the the following following methods: methods: bysending sendingus usaacheque; cheque; – –by bybank banktransfer transferfrom fromyour yourNominated NominatedBank BankAccount; Account; – –by byusing usingpart partofofthe theincome incomereceived receivedfrom fromyour yourinvestments investments held held on on IPS. IPS. – –by Anotherway wayisistotouse useour ourSale Salefor forRegular RegularPayment Paymentservice. service. Another

SECTION5.5. Sale Salefor forRegular RegularPayment Paymentmandate mandate SECTION The Sale for Regular Payment service helps you make regular payments by selling units from your investments when you don’t have enough money One waycash to ensure youtohave enough in your account cover them. money in your IPS Cash Account to pay the Service Charge, and any other fees and charges you have, is to sign up to our Sale for Regular Payment service. By signing the declaration and authority, when there are insufficient funds in my IPS Cash Account, I authorise you to sell units from my IPS The Sale for Regular Payment service helps make regular payments by selling yourto investments. Please see the ‘Sale for Regular investments in line with the IPS Terms andyou Conditions each month to provide the units fundsfrom required pay my Service Charge. Payment’ form for more information. I am aware that: By signing the declaration and authority, when there are insufficient funds in my IPS Cash Account, I authorise Legal & General to sell units from my IPSISAs investments in line with the IPS Conditions month provide required to pay my Service Charge. – For and all unit trusts/OEICs heldTerms on anand individual basis,each units will betosold fromthe thefunds largest value commission-free fund across those products. I am aware that: – For all joint unit trusts/OEICs units will be sold from the largest value commission-free fund in that product only. – For ISAs and all unit trusts/OEICs held on an individual basis, units will be sold from the largest value commission-free fund across those –products. This will result in the reduction of my capital. I will lose the ISA taxwill benefits on from any ISA sold. – –For all permanently joint unit trusts/OEICs units be sold theunits largest value commission-free fund in that product only. Thiswill may givein rise a capital gains liability on my unit trust/OEIC. – –This result thetoreduction of mytax capital. Units will be sold lose in the same to pay for Fee when there are insufficient funds in my IPS Cash Account to pay it. – –I will permanently the ISA way tax benefits onmy anyPlatform ISA units sold. Thismay replaces any to existing Sale for Regular Payment – –This give rise a capital gains tax liability on myinstruction. unit trust/OEIC. I canwill complete ‘Sale Regular Payment’ to choose which you sell units from. – –Units be solda in thefor same way to pay for form my Platform Fee whenproduct there are insufficient funds in my IPS Cash Account to pay it.

– This replaces any existing Sale for Regular Payment instruction. – I can complete a ‘Sale for Regular Payment’ form to choose which product you sell units from.

ISA Transfer application form

Legal & General ISA Transfer application form

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Self Directed ISA form

Your guide to filling in the form

SECTION6.6. Declaration Declarationand andAuthority Authority SECTION GENERALDECLARATION DECLARATION GENERAL Pleaseread readthe theGeneral GeneralDeclaration, Declaration,then thensign signand anddate. date.Please Please also also Please complete,sign signand anddate datethe theTransfer TransferAuthority AuthorityForm(s). Form(s). complete, I declarethat: that: I declare theinformation informationgiven givenininthis thisapplication applicationform formisisfull fulland andaccurate accurate • • the thebest bestofofmy myknowledge knowledgeand andbelief beliefand andthat thatIIwill willinform inform totothe Cofunds Limited withoutManagement delay of any change in my circumstances Legal & General (Portfolio Services) Limited without affecting any of the in information in this form. delay of any change my circumstances affecting any of the For current taxinyear transfers: information thisISA form. • current l wish to transfer mytransfers: existing ISA and subscribe to this stocks and For tax year ISA shares for the tax year 2016/2017 and each subsequent year • l wish toISA transfer my existing ISA and subscribe to this stocks and until further shares ISA fornotice. the tax year 2015/2016 and each subsequent year • until All subscriptions further notice.made, and to be made, belong to me. I am 18 years of made, age or and over.to be made, belong to me. • • All subscriptions I have subscribed, and will not subscribe, more than the overall • • I am 18 not years of age or over. subscription limit in total to any combination of permitted ISAs in the • I have not subscribed, and will not subscribe, more than the overall same tax year. subscription limit in total to a cash ISA and a stocks and shares ISA • inI have not subscribed, the same tax year. and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and • I have not subscribed, and will not subscribe, to another stocks shares ISA. and shares ISA in the same tax year that I subscribe to this stocks and • shares I am resident in the United Kingdom for tax purposes or, if not so ISA. resident, either perform duties which, by virtue of Section 28 of • I am in the United&Kingdom for tax2003 purposes or,employees if not so the resident Income Tax (Earnings Pensions) Act (Crown resident, either perform duties which, byperformed virtue of Section 28 of serving overseas), are treated as being in the United the Income Tax (Earnings & to, Pensions) Act 2003 (Crown employees Kingdom, or I am married or in a registered civil partnership with, serving overseas), are treated as being performed in the United a person who performs such duties. I will inform Cofunds if I cease Kingdom, or I am married to, or such in a registered civil partnership with, to be so resident or to perform duties or be married to, or in a aregistered person who performs suchwith, duties. I will inform Legal & General if civil partnership a person who performs such duties. I cease to be so resident or to perform such duties or be married to, For transfers:civil partnership with, a person who performs such orall in ISA a registered • duties. I authorise the account manager to hold my cash subscription, ISA investments, For all ISA transfers: interest, dividends and any other rights or proceeds in respect of those investments and any other cash and • I authorise the account hold cash subscription, to make on my behalf manager any claimstofor taxmy relief in respect of ISA ISA investments, interest, dividends and other rights or tax office investments. Details about residence areany available from my proceeds respect of those investments or on HMinRevenue & Customs’ website. and any other cash and to make on my behalf any claims for tax relief in respect of ISA • investments. I authorise my existing ISAresidence manager are to provide Cofunds Limited Details about available from my tax office any Revenue information, written orwebsite. non-written, concerning the ISA orwith on HM & Customs’ and to accept any instructions from them relating to the ISA being • I authorise myByexisting to provide Legal & General transferred. signingISA thismanager declaration I am consenting that a copy (Portfolio Management Services) Limited with any information, of this form will be provided to my existing ISA manager in order to written or non-written, the ISA to accept any demonstrate that you concerning have my consent toand the transfer. instructions from them relating to the ISA being transferred. By IMPORTANT PLEASE READ: DATA PROTECTION signing this declaration I am consenting that a copy of this form will be of provided to my existing ISA manager inprivacy order tovery demonstrate Use your information: Cofunds takes your seriously. that you have my consent to the transfer. We use the personal information collected via this form and any other information that you provide to us (‘your information’) for IMPORTANT PLEASE READ: DATA PROTECTION the purposes of: Use of your information: Legal & General takes your 1. Providing you with our products and services andprivacy dealingvery with your seriously. We use personal information collected via this form and enquiries andthe requests; any other information that you provide to us (‘your information’) for 2. Administering your investment; the purposes of: Carrying you out market research, statistical analysis customer 1.3.Providing with our products and services andand dealing with your profiling;and andrequests; enquiries 4. Sending you marketing information (by post, telephone, email 2. Administering your investment; and SMS) about products and services of companies in the 3. Carrying market statistical analysis andand customer Cofundsout group and research, of third parties whose products profiling; services and we offer to our customers. 4. Sending you marketing information (by post, telephone, email and SMS) about products and services of companies in the Legal & General group and of third parties whose products and services we offer to our customers.

4 Please sign and date, giving us authority to contact your ISA provider to arrange the transfer

Signature Signature

7 7

By signing signing you you agree agree to By to receive receive the the information information as as described describedin in above, unless unless you you tell 44 above, tell us us otherwise otherwise by by ticking ticking this thisbox. box. Given the the global global nature nature of Given of our our business, business, we we may may need needto totransfer transferyour your information to to countries countries outside information outside the the European European Economic EconomicArea Areain inorder order to provide provide our our services services to to to you. you. Disclosures: We We will will disclose Disclosures: disclose your your information information to to other othercompanies companies within the the Legal Cofunds group ofgroup companies, regulatory bodies, bodies, within & General of companies, regulatory law enforcement enforcement agencies, agencies, future law future owners owners of of our our business businessand andsuppliers suppliers we engage engage to to process process data we data on on our our behalf behalf and and when whennecessary necessaryto toaa reassurer. reassurer. If you have been dealing with a financial adviser, we will give them If you have been dealing with a financial adviser, we will give them information about about your your product information product and, and, where where appropriate, appropriate,provide providethem them with other other information information about with about your your dealings dealings with with us us to toenable enablethem themto to give you you informed informed advice. give advice. Where you you have have been been introduced Where introduced to to us us by by aa bank bank or oraabuilding buildingsociety, society, we will will share share your your information we information with with them them to to enable enablethem themto: to: (a) carry carry out out market market research, (a) research, statistical statistical analysis analysis and andcustomer customer profiling; and profiling; and (b) send you marketing information about their products and (b) send you marketing information about their products and services and products and services of companies in the Cofunds services and products and services of companies in the group and of third parties whose products and services we offer Legal General group and of third parties whose products and to our&customers. services we offer to our customers. By signing overleaf, you agree to receive the information as described in By overleaf, agree to receive asby described (b) signing above by post or you telephone, unless youthe tellinformation us otherwise writing in (b) above byPO post or1112, telephone, unlessCM99 you tell us otherwise by writing to Cofunds, Box Chelmsford 2UX. to Legal & General, PO Box 1112, Chelmsford CM99 2UX. Access: You have the right to ask for a copy of your information in return Access: You have the right to ask for a a copy copy of of your your information, information in return for payment of a small fee. To obtain please for payment a small To obtain a copy of your information, please write to us atof the abovefee. address. write to us at the above address. Service Charge: Service Charge: • I agree to the Service Charge specified in section 4 of this application • Iform, agreeastodefined the Service specified sectionCustomer 4 of this application in theCharge Nationwide Self in Directed Agreement form, as definedOnline in the Nationwide Self Directed Customer Agreement and Nationwide Tariff of Charges documents. I authorise and Nationwide Online Tariff of Charges documents. authorise Legal Cofunds to collect this fee from my IPS Cash AccountIand pay it to & General to collect this fee from my IPS Cash Account and Nationwide on my behalf. If there is insufficient money in mypay IPSit to Nationwide my behalf. If there insufficient in my Cash Account, on I authorise Cofunds toissell enough ofmoney my assets toIPS pay Cash Account, I authorise Legal & with General to sell enough of my assets the Service Charge in accordance the IPS Terms and Conditions. to pay the Service Charge in accordance with the IPS Terms and • Conditions. I confirm that I have received the Nationwide Self Directed Customer Agreement and Nationwide Online Tariff of Charges documents. • I confirm that I have received the Nationwide Self Directed Customer • I agree that my signed application form and the Nationwide Agreement and Nationwide Online Tariff of Charges documents. Self Directed Customer Agreement and Nationwide Online Tariff • Iofagree that documents my signed application form the Nationwide Charges form the basis ofand my agreement with Self Directed Customer Agreement and Nationwide Online Tariff Nationwide. of Charges documents form the basis of my agreement with I confirm that: Nationwide. • I agree to the use of my information as set out above. I confirm that: • I understand that a copy of the completed application form and/or • ITerms agreeand to the use of my set out above. Conditions is information available onas request. •• II understand that a copy theTerms completed application and/or have been provided withofthe and Conditions of form the IPS Terms and Conditions is available on request. Platform and by signing this application form I agree to be bound • Iby have been provided with the Terms and Conditions of the IPS them. signing this application I agree to beKey bound by • Platform I confirmand thatby I have received the Productform Documents and them. Investor Information Documents (KIID) relating to my investment. •• II confirm thatthat I have received Documents KeyIPS understand I will pay thethe IPSProduct Platform Fee for useand of the Investor Information Documents relating tofrom my investment. service and I authorise Cofunds to(KIID) collect this fee my IPS Cash If there insufficient in my Fee IPS for Cash Account, • IAccount. understand thatisI will pay the money IPS Platform use of the IPS I authorise to sell enough of mytoassets tothis payfee thefrom fee inmy IPS service andCofunds I authorise Legal & General collect accordance with the Terms and Conditions. Cash Account. If there is insufficient money in my IPS Cash Account, Legal General sell enough of my to pay • II authorise understand that& my signedto application form andassets the Terms andthe fee in accordance with Terms andagreement Conditions. Conditions form thethe basis of my with Cofunds. • I understand that my signed application form and the Terms and Conditions form the basis of my agreement with Legal & General. Date Date

D D

D D

M M

M M

Y Y

Y Y

Y Y

Y Y

Please read, sign and date the transfer authority on page 5. Please read, sign and date the transfer authority on page 5.

Cofunds Limited Registered in England and Wales No. 3965289 Legal & General (Portfolio Management Services) Limited Registered office: One Coleman Street, London EC2R 5AA Registered in England and Wales No. 2457525 Registered One Coleman London EC2R 5AA Authorisedoffice: and regulated by theStreet, Financial Conduct Authority.

Authorised and regulated byASD the Financial Conduct Authority. P2275 Q46116 11/16 NON P2275 Q46116 06/15 NON ASD

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Self Directed ISA form

Your guide to filling in the form

LEGAL & GENERAL INVESTOR PORTFOLIO SERVICE – SELF DIRECTED – NBS ONLINE INVESTMENTS INVESTOR PORTFOLIO SERVICE – SELF DIRECTED – NBS ONLINE INVESTMENTS

ISA FORM. ISA TRANSFER TRANSFER AUTHORITY AUTHORITY FORM.

A separate authority will be required for each manager, so if you’re transferring from A separate authority will be required for each manager, so if you’re transferring from more than one account/plan manager, please use more Transfer Authority Forms. more than one account/plan manager, please use more Transfer Authority Forms. ISAs must be transferred as cash. FOR OFFICE USE ONLY FOR OFFICE Agency number USE 7 ONLY 2 0

5

2

6

3

Segment

Self Directed Basic Investment Service

Agency number 7 2 0 5 2 6 3 Segment Self Directed Basic Investment Service I hereby instruct my current ISA manager to withdraw the assets within my ISA with immediate effect, and forward the proceeds as specified below to my new manager, Legal & General (Portfolio Management Services) Limited, HM Revenue & Customs Ref Z1160. Investor Service, Legal General, Box 1112, CM99 2UX I herebyPortfolio instruct my current ISA & manager toPO withdraw theChelmsford assets within my ISA with immediate effect, and forward the proceeds as specified below to myISA newmanager manager, I authorise my current toCofunds provide Limited. Legal & General (Portfolio Management Services) Limited with any information, written or non-written, concerning the ISA and to accept any instructions from them relating to the ISA being transferred. Investor Portfolio Service, PO Box 1112, Chelmsford CM99 2UX I authorise my current ISA manager to provide Cofunds Limited with any information, Please ensure you complete this section in full. If you don’t this may cause a delay or mean weto are unable to process your request. written or non-written, concerning the ISA and to accept any instructions from them relating the ISA being transferred.

5

FUNDin MANAGER DETAILS Please ensure you complete this section full. If you DETAILS don’t this may cause a delay or mean weYOUR are unable to process your request. Name of manager you’re Mr/Mrs/Ms/Miss/Other transferring from FUND MANAGER DETAILS YOUR DETAILS Name of manager you’re Mr/Mrs/Ms/Miss/Other Surname Address transferring from Surname Forename(s) in full

Address

Please confirm the details of your current Cash ISA provider

6

Date of Birth in full Forename(s) Postcode Existing client reference (if you have one) Existing client reference (if you have one)

Postcode

D of D Date Birth M

M

Y

Y

National D D Insurance M M Number Y Y

Y Y

Y Y

National Insurance Number

Address Address

If you are an existing IPS customer please ensure you make note of your IPS customer number. If you are new to IPS, please leave blank

Postcode Postcode

Signature Signature

Date

7

D Date D

Please sign and date, giving us authority to contact your ISA provider to arrange the transfer

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D D

M M

M M

Y Y

Y Y

Y Y

Y Y

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Self Directed ISA form

Your guide to filling in the form

SECTION 1. Your ISA transfer instruction SECTION you’re transferring transferring an ISA invested in the current tax cash. IfIf you’re tax year year (either (either aa stocks stocks and andshares sharesor oraacash cashISA), ISA),ititmust mustbe betransferred transferredininfull full.asThe minimum The minimum investment is £20. you Please you tick theYear ‘Current Tax in Year box in the table below. investment amount is £20. amount Please ensure tickensure the ‘Current Tax ISA’ box theISA’ table below. you’re transferring transferring an an ISA inin part as cash. IfIf you’re ISA invested invested in in aa previous previous tax taxyear year(either (eitheraastocks stocksand andshares sharesor oraacash cashISA), ISA),ititcan canbe betransferred transferredininwhole wholeoror part. The minimum minimum investment investment amount amount is The is £20. £20. Please Please ensure ensure you you specify specify the the percentage percentageor oramount amountin inthe the‘Previous ‘PreviousTax TaxYears YearsISA’ ISA’box boxininthe thetable tablebelow. below. Full fund fund or or cash cash ISA ISA name name Full

Account Account or or plan plan numbers numbers (this (this must must be be completed) completed)

CURRENT CURRENTTAX TAX YEAR YEARISA ISA (Please (Pleasetick) tick)

PREVIOUS PREVIOUSTAX TAX YEARS YEARSISA ISA (% (%or or£)£)

% %

££

% %

££

% %

££

% %

£ £

% %

£ £

% %

£ £

Date Dateyou you wish wishfunds funds totobe besold sold

Please ensure that you’ve signed both the Transfer Application form and this Transfer Authority form. Please ensure that you’ve signed both the Transfer Application form and this Transfer Authority form.

Cofunds Limited Registered in England and Management Wales No. 3965289 Legal & General (Portfolio Services) Limited Registered in office: One and Coleman London EC2R 5AA Registered England WalesStreet, No. 2457525 Registered office: One Coleman Street, London EC2R 5AA Authorised and regulated by the Financial Conduct Authority. Authorised and regulated by the Financial Conduct Authority. P2275 Q46116 11/16 NON ASD P2275 Q46116 06/15 NON ASD

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G958 (January 2017)

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