Stocks & Shares ISA Application form

Terms and conditions

Before you apply, you need to make sure you’ve read the information about the Stocks & Shares ISA.

You also need to read the Stocks & Shares ISA Terms and Conditions, Key Features document and the Fees and Charges brochure which you can find in your document library. Please make sure you understand these documents as they would be relied upon in the event of a dispute.

1. To open an Aviva Stocks & Shares ISA, you need to be:

  • Aged 18 or over;
  • A UK resident. You're also eligible to apply if you, your spouse or civil partner work overseas for the UK Government

2. Things to remember:

  • You can only pay into one stocks and shares ISA in any tax year
  • You can't exceed the overall ISA limit within the same tax year
  • The value of investments could go down as well as up. You may get back less than the amount that's been invested
  • You should think of your investment funds as a medium- to long-term investment of at least five years
  • 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.


3. By opening an Aviva Stocks & Shares ISA, 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 Aviva Stocks & Shares ISA 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 a Stocks & Shares ISA please use the form below:

* All fields marked with an asterisk must be completed.

Thank you for submitting your application.

Please try again

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

Payment options

Select your payment options*

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 wish to make regular payroll payments please confirm how much you wish to pay into the Stocks and Shares ISA on a monthly basis. If you don't want to pay a regular monthly amount from your salary please input 0 into this box.*

Please confirm*
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.

Would you like to receive more information about other products and services from the Aviva group?

Aviva uses your personal data as set out in our Privacy Policy. We use Google’s reCAPTCHA technology to protect our websites from spam and abuse. The Google Privacy Policy and Terms of Service apply to reCAPTCHA.