Isa Instruction To Switch Icvcs Form printable pdf download

01/01/16

ISA

Instruction to switch ICVCs

This form can be used to switch your investment into another fund

or funds within your stocks and shares ISA.

Please complete this form using BLOCK capitals.

Agent details

– to be completed by your financial adviser

If you are not investing through a

financial adviser, please leave this section

Adviser name

blank and continue to section 02.

Company

Address including

postcode

Note that agent codes are either 7 or

Agent code

8 digits.

Firm reference number

VAT registration no.

With regard to the Distance Marketing directive

Distance

Non-distance

please confirm what type of contract this is

Please indicate whether you are acting as the agent on all investments in this account,

or on this transaction only

All investments on this account

This transaction only

Non-advised (execution-only) investments:

Please tick this box if you have not provided advice about this application and complete the

special instructions below

% Discount

% Commission

Data Protection Act

Advised investments:

Any information you (or your

Please tick this box if you have provided advice about this application

representative) provide to us (or which

we observe from the use you make

About you

– to be completed by you

of our products and services) may be

processed and held by us, or transferred

Account number

to your financial adviser (if applicable),

other Invesco Ltd companies or to the

Mrs

Miss

Other please specify

group’s service providers, business

Title (please tick)

associates or agents, credit reference

agencies and used for administration,

Surname

assessment and analysis purposes

(including market and product analysis

Other names (in full)

and behaviour scoring, to check your

identity, prevent and detect fraud and/

Permanent

or money laundering and to recover

residential

debts). We may also use it to develop

address including

and inform you about financial and

postcode

other products and services we offer,

and to protect the group’s interests.

This may involve transfers outside

Daytime

Alternative

the European Economic Area (EEA),

Telephone

including the USA, to countries where

data protection laws may not be as

Data Protection Act

strong. However, it will be processed

Please ensure you read and understand how we use the information you provide to us on this

and maintained to the same standards

form. If you do not wish to receive information from us about our other products and services,

as if it were still within the EEA. By

please tick this box.

providing us with this information, you

consent to these transfers and uses, and

to any disclosure required by law. Our

Transferring an Invesco Perpetual cash

ISA to an Invesco Perpetual stocks and

shares ISA or transferring an Invesco

Perpetual stocks and shares ISA to an

Invesco Perpetual cash ISA

If you would like to transfer an Invesco

Perpetual cash ISA to an Invesco

Perpetual stocks and shares ISA or vice

versa, please contact us on 0800 085

8677 and request an ‘Application to

transfer an existing Invesco Perpetual

cash ISA to an Invesco Perpetual stocks

and shares ISA’ form or an ‘Application

to transfer an existing Invesco Perpetual

stocks and shares ISA to an Invesco

Perpetual cash ISA’ form as applicable.

Alternatively, you can download the

forms from our website

Isa Instruction To Switch Icvcs Form

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