Forms and documents

Remember you can do most things online but if you need forms, guides or documents you can find these here.

Investment Dealing Account

What you need to read

IDA Guide
Charges Guide
IDA Application Form
Get Connected Guide
IDA Trust Application Form
IDA Corporate Application Form
Platform Guide
Terms and Conditions

Transfers

Inter-Account Transfer Form

We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.

Existing Pinnacle Online customers can continue to transfer in-specie.

Instruction Forms

IDA Instruction Form

Withdrawal

IDA Income Withdrawal Form
IDA Withdrawal Form
IDA Withdrawal Form – Personal Representatives

Useful Information

Compensation Statement
Complaints Handling Procedure
Conflicts of Interest Policy
Identification Requirements Guide
Order Execution Policy
Interest Rate Table
Tax Tables
Personal identifier reference list

General Forms

Change of Address Form
IDA Dividend Mandate
Third Party Authority Form
ATS Appropriateness Assessment – Complex Investments
W-8BEN – Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
How to complete Form W-8BEN
W-9 – Request for Taxpayer Identification Number and Certification.

Self Certification Form – Individual

Self Certification Form – Entity

Investment Options

Generic Investment Illustrations
List of Funds – Clean Share Class
List of Equities
List of Exchange Traded Products
List of Investment Trusts

Important information

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.

Investment charges

As well as our charges and fees, you will also pay a charge for your investments to the fund provider or investment trust.

For funds (OEICs, Unit Trusts, ETFs and Investment Trusts) the details are in the Key Investor Information Document (KIID)/Key Information Document (KID).

Maxed out your ISA limit?

Consider our Investment Dealing Account to invest more in the markets in a timely and cost efficient way.