Application

Investment ISA

Let us help you find the right Citi Investment ISA for you and your goals.

Tempted to invest in an Investment ISA?


Applying for an Investment ISA is easy, just follow the steps below and you'll be savouring the benefits of our Multi-Manager Funds in next to no time.

What you need to know before you apply

  • This Investment ISA includes a pre-selected set of fund options. Please be aware that our full range of funds is not available via this website, nor does the information on this website constitute advice or an offer to sell investments. For details of other available funds, or if you are in any doubt about the suitability of this investment, please seek advice from one of our Investment Consultants or contact us on 0800 00 88 00. Please note: if you require personalised investment advice, a charge may apply.
  • As with any investment related to stocks and shares, the value of the investment and any income from them can go down as well as up. It is possible that the value may fall below the original investment. This may also happen as a result of changes in the rate of exchange where overseas securities are held.

Application Criteria

To make your application as straightforward as possible, please ensure you are able to confirm the following before completing your application form.

  • I am over 18 years of age.
  • I know my National Insurance Number.
  • I am able to invest in an ISA this tax year.
  • I have my UK bank account number with sort code and/or cheque book.
  • I know which Fund(s) I would like to invest in.
  • I am a UK Resident for tax purposes, and am not a US citizen, resident, or hold a Green Card.
  • I have read the ISA Terms & Conditions, Investment & Insurance Terms of Business, Key Facts Document, and the fund information on the providers websites.

APPLY NOW

Download, print and complete the application form and return it to our Freepost address.

You may also transfer an existing Cash or Investment ISA to Citi.

YOUR COMPLETED INVESTMENT ISA APPLICATION FORM MUST BE RECEIVED BY CITIBANK INTERNATIONAL PLC NO LATER THAN 1st April 2011 TO QUALIFY FOR THE 2010/2011 TAX YEAR.


Important Information
 An initial charge of 2% along with an Annual Management Charge of 1.25%, 1.35%, or 1.50% (depending on the fund) will apply to these funds. Due to the structure of Multi-Manager Funds they may carry higher costs than single funds. Investments are not bank deposits, and are neither obligations of, nor guaranteed by, Citigroup, or any of its affiliates. They are subject to investment risks, including possible loss of the principal amount invested. Past performance is not indicative of future results; investments can go down as well as up. This means you might get back less than you invested. Stock market investments should be viewed as a medium-term to long-term investment (at least five years). Favourable tax treatment of ISAs may not be maintained in the future if law and HM Revenue and Customs practice change. The value of the tax treatment described depends on individual circumstances. If you are in any doubt about the suitability of this investment, we recommend that you speak with one of our qualified Investment Consultants. Call us on 0800 008800. A charge may apply for investment advice.