ISA Declaration

I DECLARE THAT:

  • All subscriptions made, and to be made, belong to me
  • I am 16 years of age or over.
  • I have not subscribed, and will not subscribe, more than the overall subscription limit in total to a Cash ISA, a Stocks and Shares ISA an Innovative Finance ISA and a Lifetime ISA in the same tax year.
  • I have not subscribed, and will not subscribe, to another Cash ISA in the same tax year that I subscribe to this Cash ISA, and;
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Monmouthshire Building Society if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I AUTHORISE MONMOUTHSHIRE BUILDING SOCIETY:
• to hold my cash subscription, ISA investments, interest, dividends and other rights or proceeds in respect of those investments and any other cash;
• to make on my behalf any claims to relief from tax in respect of ISA investments.

 
 


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