DS Financial Services
dps Select / ADDITIONAL ISA INVESTMENT INSTRUCTION
Dated:
Part 1 – InvestorAccount Details
Investor Account Number*
Investor Account Name*
Part 2 – My Adviser
Adviser Firm Name* / Adviser Firm Reg. No.
Adviser Name* / Adviser Reg. No.
Part 3 – Investment Details
Source of funds*
If the investor is invested into multiple strategies, they will be invested at the current weightings.
New ISA Investment
Investment Amount / £
New Regular Investment Scheme
Regular Investment Amount / £ / Frequency / Monthly
ISA Transfer
Estimated ISA transfer in amount / £
Please state the amount using this year’s ISA allowance / £
Part 4 – Fees Payable
Fixed Fee / %
Initial Adviser Fee – Lump Sum Investment / or
Initial Adviser Fee – Regular Investment / or
T The ongoing rate of Adviser Charging will continue to be charged as per the original instruction.
Part 5 – Payment Method
Lump Sum Investment
Cheque(please attach to this form made payable to ‘DPS Client Account’) / Electronic Payment(please include the client account number in the reference field when sending electronically otherwise your payment will be rejected)
Regular Investment
Direct Debit(please complete Direct Debit Mandate)
Investment subscriptions must be transferred in the correct currency to the Custodian’s applicable client account as follows:-
Bank* / HSBC Bank Plc / Account Name* / DPS Client Account
Account No.* / 93674878 / Sort Code* / 40-05-30 / IBAN No. / - / BIC No. / -
Part 6 – Adviser Confirmation
In returning this document to Praemium Administration Ltd,the Adviser confirms that:
  • The information provided on the ‘Investment Instruction’ is correct and complete to the best of its knowledge;
  • The Adviser has confirmed that the client has agreed to make the investment as stated in Part 3; and
  • The Adviser has the Investor’s authority to act as agent.

Part 7 – Investor ISA Declarations and Signature
If the investor has not signed an ISA Declaration or has not since the penultimate tax year then you will also need the investor to sign this form.
I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 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 Praemium Administration Limited 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.
All subscriptions made, and to be made, to the dps Select ISA belong to me and I am the beneficial owner of the assets being used for this ISA.
I understand that the transfer of my existing ISA may be delayed if the Transfer Authority Letter is not complete in all respects.
I declare that for each new ISA investment:
I have not subscribed and will not subscribe more than the overall subscription limit in total to a Cash ISA, a Stocks & Shares ISA, and an Innovative Finance ISA in the same tax year;
I have not, and will not, subscribe to another Stocks and Shares ISA or an Innovative Finance ISA, in the same tax year that I subscribe to this Stocks and Shares ISA
I apply to subscribe for a dps Select ISA, which is a Stocks & Shares ISA, for the Current Tax Year and each subsequent year until further notice.
I authorise Praemium Administration Ltd, as ISA Plan Manager:
  • To receive and hold my cash subscriptions, ISA investments, interest, dividends and any other rights, or proceeds in respect of those investments and any other cash in my dps Select ISA.
  • On my written request or on the request of my agent or attorney to transfer or pay to me, as the case may be, account investments, dividends, rights or other proceeds in respect of such investments, or any cash, held in my dps Select ISA account.
  • To make on my behalf any claims to relief from tax in respect of account investments.
To accept on my behalf the instructions of the Investment Manager(s) named in Part 3 of this Investment Form as if those instructions were given by me and with my authority in relation to my dps Select ISA.
By signing this application form I confirm that:
  • I agree to each of the statements listed above;
  • I confirm that I have received, read and understood this agreement and agree to the terms set out within;
  • I am over 18 years of age; and
the information I have provided is correct and complete to the best of my knowledge.
Investor and ISA Applicant:
Name*
Signature*
Date*
This Additional ISA Investment Instruction must be mailed to the below address:
Address to : Praemium Administration Ltd, PO Box 60294, London, EC2P 2DL
Please include: a Direct Debit Mandate (if a Regular Investment is being created)
an ISA Transfer Authority Letter (if ISA is being transferred from an existing provider)

Praemium Administration Ltd: 4th Floor Suite 643-659 Salisbury House London Wall London EC2M 5QQT: +44 (0)844801 0700 F: +44 (0)207 562 2451

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Registered Office Address:4th Floor Suite 643-659 Salisbury House London Wall London EC2M 5QQCompany Registration No. 06016828 (England and Wales)

VAT No. 100 1037 06Praemium Administration Ltd is authorised and regulated by the Financial Conduct Authority under reference 463566

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