ISA Declaration
I declare that:
  • All subscriptions made, and to be made, belong to me;
  • I am 18 years of age or over;
  • I have not subscribed/made payments, and will not subscribe/make payments more than the overall subscription/payment limit in total to a cash ISA, stocks and shares ISA, an innovative finance ISA, and a Lifetime ISA in the same tax year;
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section28 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 RateSetter if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties;

I authorise Retail Money Market Limited (trading as RateSetter):

  • To hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash; AND
  • To make on my behalf any claims for tax in respect of ISA investments;
Updated Investor Terms For your own benefit you should read the terms applicable to this IFISA and ensure you are comfortable with them before proceeding. Please contact us if you do not understand any point or would like further information.