Apply for ISAs and unit trusts
There are three ways you can apply for a stocks and shares ISA and/or a unit trust(s): online, phone or by post.
Before you apply, you must read the relevant Key Information documents including the Simplified Prospectus and terms and conditions listed under key documents in the right hand menu. You should either store these documents on your PC or print them for future reference.
All you need is your:
- National Insurance number
- Bank details
Two ways to transfer your stocks & shares ISA or Cash ISA:
1.download the ISA transfer form listed under key documents on the right-hand side menu
or
2.call 0800 027 7169 to request further information and a pack
We cannot process ISA transfers online because we need your signature in order to move your ISA from your existing provider.
Please be aware that you may be charged an exit fee from your existing ISA provider. If there is a rise in the markets whilst the ISA transfer remains pending, there is the potential for a loss of income or growth.
How to complete your transfer
You'll need to complete the transfer form, sign it and post it to us at:
Legal & General Retail Investments
Customer Services Centre
PO BOX 1004
Cardiff
CF24 OYS
This website doesn't provide advice or recommendations. It's up to you to decide if a
Legal & General investment is suitable for you. If you’re unsure, you can contact our Sales Advisers and we can provide advice on whether this investment is suitable for your needs. We can only advise on Legal & General’s life assurance and investment products.
