Top up my ISA user guide. This is a guide on how to top up your ISA on the online Customer Centre

Transcription

1 Top up my ISA user guide This is a guide on how to top up your ISA on the online Customer Centre

2 Contents Contents Starting from the My Accounts page 3 Payment details 4 Review and submit

3 Starting from the My Accounts page. select the Top up my account option on the actions menu in My Accounts. Or, if you have more than one account, select the View your account button next to the one you wish to change, and then Top up my account. Note: If your account is set up on an older charge basis, changes in regulations mean that we will need to change the basis that fees and charges are deducted from your account when you top it up. If this applies to your account, you will see a warning when selecting the Top up my account option. There are links in this message to further information on the conversion and a calculator to work out the service charge that will apply.

4 Payment details. Links to documents you need to read before investing are listed on the right of the page.. Your remaining ISA allowance for the current tax year is confirmed. 3. enter the amount of the lump sum. 4. select the payment method either bank transfer, debit card or a transfer from a Collective Investment Account (CIA). 5. Select Review and submit. Note: If you select Debit card as a payment, you will be taken to a secure third party site after submitting the application to enter the details. The debit card must be in your name. If you choose to take the payment from your CIA, we will deduct units proportionally from all funds in the account to meet the payment. We can only take payment from a CIA held in your sole name. If you hold a CIA jointly with another person, this will not be shown as an option for payment

5 Review and submit. Check the amount and payment method you have entered are correct. Select the Edit button to make a change.. If you have selected to pay by Internet Bank Transfer, you are provided with a unique payment reference to include when making the payment. 3. if your account is being converted to Charge Basis 3 for regulatory reasons, you can access our service charge calculator and further information in this section. 4. The lump sum will be invested into the same funds and proportions that you currently hold in your ISA, and these are shown here. 5. Read the declaration and tick the box to confirm your acceptance. If your account is being converted to Charge Basis 3 there is an additional declaration to confirm your understanding. 6. select Submit application when finished. 3 4 What happens next? Once we have received and processed your payment, we will publish a contract note in the documents section of the website, and send you an to confirm it is there

6 Please be aware that calls and electronic communications may be recorded for monitoring, regulatory and training purposes and records are available for at least five years. Old Mutual Wealth is the trading name of Old Mutual Wealth Limited which provides an Individual Savings Account (ISA) and Collective Investment Account (CIA) and Old Mutual Wealth Life & Pensions Limited which provides a Collective Retirement Account (CRA) and Collective Investment Bond (CIB). Old Mutual Wealth Life Assurance Limited, Old Mutual Wealth Limited and Old Mutual Wealth Life & Pensions Limited are registered in England & Wales under numbers 36393, and respectively. Registered Office at Old Mutual House, Portland Terrace, Southampton SO4 7EJ, United Kingdom. Old Mutual Wealth Life Assurance Limited and Old Mutual Wealth Life & Pensions Limited are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Their Financial Services register numbers are 046 and respectively. Old Mutual Wealth Limited is authorised and regulated by the Financial Conduct Authority with register number VAT number for all above companies is Old Mutual International (Guernsey) Limited is regulated by the Guernsey Financial Services Commission and is licensed to write long-term business under the Insurance Business (Bailiwick of Guernsey) Law 00. Registered number 44. Registered Office at Albert House, South Esplanade, St Peter Port, Guernsey GY AW, Channel Islands. PDF8357/8-56/June 08 5