Additional Investments, Switches and Conversions
To make an additional investment into your Selected Investment Funds Plan, make an additional investment into your Selected Investment Funds ISA (where you have already subscribed in the current or previous tax year), switch between funds and switch/convert between share classes please download and complete the Selected Investment Funds Plan and ISA Additional Investment, Switch and Conversion application.
If you have not subscribed to your Selected Investment Funds ISA in the current or previous tax year, or you hold an existing SIF account and wish to open a new Selected Investment Funds ISA, then we will require you to complete a Selected Investment Funds ISA New Investment Application Form. If you have invested into your Selected Investment Funds ISA in the current or previous tax year then you do not need to complete this form. You must be an existing Selected Investment Funds customer to use this form otherwise your application will be rejected.
To transfer an existing ISA you hold with another ISA Manager into the Selected Investment Funds ISA either as cash or by re-registering existing holdings without selling them first (subject to certain restrictions).
To transfer existing investments you hold (outside of an ISA) with another plan manager or platform provider into the Selected Investment Funds Plan without selling them first (subject to certain restrictions).
We will then contact your existing provider on your behalf to initiate the re-registration process which will transfer your investments to us.
Alternatively, to obtain any of above application you can email us on firstname.lastname@example.org).*