Modular iPlan
iSIPP
Wrap
IPS
Partnership SIPP
Private Client SIPP

 

Modular iSIPP
Modular ISA
Modular GIA

Our most popular Modular ISA documents

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Modular ISA Charges Schedule

A table of our charges for administering the product.

 

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Key Features of the Modular ISA

An overall summary of the product to help you decide whether it is the right choice for you.

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ISA Subscription Form

For the payment of money into your ISA, on a single or regular basis.

 

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ISA Transfer Request Form

For the transfer of money or assets into your James Hay ISA from another ISA provider.

Product information

blue literature iconModular ISA Terms and Conditions

blue literature iconKey Features of the Modular ISA

blue literature iconModular ISA Charges Schedule

blue literature iconModular ISA Permitted Investments List

blue literature iconModular iPlan Technical Guide

Charges

blue literature iconModular ISA Charges Schedule

blue literature iconUnderstanding Platform Charging Factsheet

blue literature iconAdviser Charges Form

Making an application

monitor iconApply for a Modular ISA

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

blue literature iconGranting Third Party Authority Form

Moving money and investments in

blue literature iconISA Subscription Form

blue literature iconISA Subscription Amendment Form

blue literature iconDirect Debit Form

blue literature iconISA Transfer Request Form

Investing within the Investment Centre

monitor iconPlace Investment Centre trades through James Hay Online

blue literature iconInvestment Centre Buy Form

blue literature iconInvestment Centre Regular Buy Form

blue literature iconInvestment Centre Switch Form

blue literature iconInvestment Centre Sell Form

blue literature iconInvestment Centre Regular Sell Form

blue literature iconInvestment Centre Key Features Guide

blue literature iconModular ISA Funds List

blue literature iconShare Class Conversion Form

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing in the Whole of Market

blue literature iconInstruction to Trade Form

Investing with EQi (formerly Selftrade)

blue literature iconEQi Terms & Conditions

blue literature iconEQi Account Application Form for Modular iPlan

blue literature iconEQi Charges Schedule for Modular iPlan

blue literature iconEQi Permitted Investments and Service Charter

blue literature iconEQi Investment Risk Warnings

blue literature iconEQi Order Execution Policy

blue literature iconEQi Third Party Authorisation Form

Taking money out

blue literature iconRegular Withdrawal Request Form

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconGuide to our Complaint Procedure

blue literature iconManaging cash in your James Hay products

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).