Stocks and Shares ISA icon

Stocks and Shares ISA

A flexible and accessible tax-efficient savings plan that helps you plan for your long-term future

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ISA top ups

The flexibility of our tax-efficient ISA means you can add one-off lump sum payments, increase/decrease your monthly payments or add a monthly Direct Debit to your ISA at any time as circumstances allow.






Lump Sum Payment

£



  • I hereby apply to top up my Shepherds Friendly Society Stocks & Shares ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • I agree to the ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I have not subscribed and will not subscribe more than the ISA allowance in total to a cash ISA and a stocks and shares ISA in the same tax year
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA
  • I am still resident and ordinarily 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 Shepherds Friendly Society if I cease to be so resident
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request. Once this variation has been processed you will receive new policy documents and another copy of the ISA terms and conditions, however the terms and conditions can also be requested in advance. The information you provide on this form along with other information relating to you will be held by The Shepherds Friendly Society Limited and used for general purposes in particular to set up and administer the policy for which you are applying




Vary current monthly premium

£
£



  • I hereby apply to top up my Shepherds Friendly Society Stocks & Shares ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • I agree to the ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I have not subscribed and will not subscribe more than the ISA allowance in total to a cash ISA and a stocks and shares ISA in the same tax year
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA
  • I am still resident and ordinarily 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 Shepherds Friendly Society if I cease to be so resident
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request. Once this variation has been processed you will receive new policy documents and another copy of the ISA terms and conditions, however the terms and conditions can also be requested in advance. The information you provide on this form along with other information relating to you will be held by The Shepherds Friendly Society Limited and used for general purposes in particular to set up and administer the policy for which you are applying




Set up a new Direct Debit

To set up a new Direct Debit on an existing plan, please follow the steps listed below:


Step 1



Download our Direct Debit form


or

Contact our Customer Services team on 0800 526 249


Step 2


Email your completed form to info@shepherds.co.uk


or



Post your completed form to Shepherds Friendly, Haw Bank House, Cheadle, Cheshire, SK8 1AL



Transfer in from another provider

£



  • I hereby apply to top up my Shepherds Friendly Society Stocks & Shares ISA
  • I have read the key features, and agree that this variation shall form a basis of contract with Shepherds Friendly Society Limited
  • I agree to the ISA terms and conditions and declare that this application form has been completed to the best of my knowledge and belief
  • I have not subscribed and will not subscribe more than the ISA allowance in total to a cash ISA and a stocks and shares ISA in the same tax year
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA
  • I am still resident and ordinarily 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 Shepherds Friendly Society if I cease to be so resident
  • A copy of the completed application and The Shepherds Friendly Society Limited’s memorandum and Rules are available on request. Once this variation has been processed you will receive new policy documents and another copy of the ISA terms and conditions, however the terms and conditions can also be requested in advance. The information you provide on this form along with other information relating to you will be held by The Shepherds Friendly Society Limited and used for general purposes in particular to set up and administer the policy for which you are applying