Investment Account Application

Before you apply, you need to make sure you’ve read the information about the Investment Account.

You also need to make sure you’ve read the Investment Account Terms and Conditions, Key Features document and the Fees and Charges brochure which you can find in your document library.

1. To open an Investment Account, you must be:

Aged 18 or over;
A UK resident for tax reasons and a British Citizen.

If you cease to be a UK resident after you’ve opened your Investment Account, you’d need to contact us and let us know you no longer meet the eligibility requirements.

2. Things to remember:

We don't assess the suitability of the investment. This means you won't receive the same level of protection had you received a personal recommendation - so you need to make certain that it meets your needs before you decide to go ahead.
By continuing with this application, you confirm that you have read our Fair processing notice, which explains how we share your data and what your rights are in relation to the personal information we use to process your application.

We will only accept the instructions of a financial adviser to switch or redirect subscriptions into different funds when you’ve provided consent.

3. By opening an Investment account, you are agreeing to the following:

Your employer will be authorised to deduct subscriptions from your pay and supply the subscription information to us
The Investment Account Terms and conditions
We can provide information to your employer to prevent possible breaches of ISA regulations – for instance, if the payments from your salary meant you were going to exceed the ISA allowance

To apply for an Investment Account please use the form below:

* All fields marked with an asterisk must be completed.

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Employer name*

First name*

Last name*

Date of Birth*

Please enter the date in the format dd/mm/yyyy

Telephone number*

Email address (work)*

Postcode*

Address*

NI number*

Nationality*

Dual Nationality (if applicable) (optional)

Regular payroll payments

If you wish to make regular payroll payments please confirm how much you wish to pay into the Investment Account on a monthly basis.

Your payment will be placed in your cash account. You'll be able to make your investment choices online once we notify you that your account has been set up. You'll be able to see full details of your investment choices through your account. If you want more information please contact us directly.

It is important to make your investment choices once your account is set up.

If you don't want to pay a regular monthly amount from your salary please input 0 into this box.*

Please confirm*

I confirm that I have read the Investment Account Terms & Conditions, Key Features and Fees and Charges brochure.

Data protection confirmation*

Aviva will collect and use your personal information as part of this application process. For full detail of how we hold and use your personal information please click here to view our fair processing notice.

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Investment Account Application

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