General Investment Account: With ISA

Do you have an existing ISA Account with another firm that you wish to transfer or will you be opening a new ISA?

Transfer

ISA Transfer Form

Schedule of Charges


New ISA

ISA Application Form

Schedule of Charges

Please send completed forms to Lauren Hurford at Canaccord Genuity Wealth Management, 41 Lothbury, London, EC2R 7AE.


These documents are updated on a regular basis. Please visit this site to obtain the latest version of the documents you require.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.