Before you apply
Before proceeding to the application you should ensure that your client has been provided with
What you need to apply
- Applicant’s personal details
- Applicant’s full address
- Applicant’s bank details. If you are supplying bank or building society account details online on behalf of your client, your client must be the account holder and must also be the only person required to authorise debits from the account
Postal application
Please complete the ISA application form 2011/12 tax year and/or the ISA application form 2012/13 tax year or the OEIC/Trustee application form and return it to
Scottish Widows
Capital Protected Fund Applications
15 Dalkeith Road
Edinburgh
EH16 5BH