Before you invest checklist  

Now you're ready to invest with us, let's go through a final checklist. Please make sure you have:

  1. Downloaded Your guide to investing in stocks and shares ISAs
  2. Read the Key Investor information documents for the funds you wish to invest in.
  3. Read our Terms and Conditions
  4. Read A guide to investing with us
  5. Decided whether you wish to invest as a lump sum, monthly or a combination of the two.
  6. Your National Insurance number to hand
  7. Your debit card, sort code and bank account number to hand. 
  8. Decided the amount you wish to invest, and which funds you wish to allocate this to.