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New ISA customers

• You will need your National Insurance number if you’re applying for a Stocks and Shares ISA.
• You will need your bank account details if you are making regular payments.

Existing ISA Investors

• If you are looking to transfer an existing ISA holding, you must complete an ISA Transfer form
• You will have to take out a new ISA with us. You will be able to transfer, in cash, any ISA investment you have made in the current and any previous tax years. The cash will be retained within your ISA tax wrapper during the transfer process. You will be out of the market during this time.

Eligibility

• You must already be a MyFunds client with an existing staff account open with abrdn Fund Managers Limited.
• You are 18 years or over.
• You are resident or ordinary resident in the UK for tax purposes, with a UK address. Please see the UK Funds Staff & Pensioners Terms and Conditions for more information.
• You are a current permanent employee of abrdn plc or any of its wholly-owned subsidiaries (whether direct or indirect) from time to time based in the UK who has a current valid staff ID number.
• If applying for a Stocks and Shares ISA, you can only pay into one Stocks and Shares ISA each tax year.

Important information

Before you sign the paper application form, you must read an up-to-date version of the Key Investor Information Document(s), the Supplementary Investor Information Document(s) and Prospectus where applicable for each fund in which you want to invest in addition to the UK Funds Staff & Pensioners Terms and Conditions

abrdn Fund Managers Limited is the provider of the Stocks and Shares ISA

If you are happy to proceed without receiving financial advice, remember that your decision will be based solely on your own interpretation of the information provided. We have not taken into account your individual needs and circumstances. If you are in any doubt about the suitability of the product you should seek financial advice.

Next steps

Once you have read the Important Information, download and complete the application form(s).

Note: please do not send application forms in internal mail envelopes.

The address to send application forms to is:

abrdn Fund Managers Limited,
PO Box 12233,
Chelmsford,
CM99 2EE

You will then receive a contract note(s) shortly after we have received and accepted your application form. For any questions once you have returned your application please call us on 0345 113 6966.