Collection

ISA managers' guidance

How to manage ISA schemes including Lifetime ISAs and Junior ISAs.

Documents

  1. How the ISA scheme works for ISA managers
  2. Apply to be an ISA manager
  3. Who can invest in an ISA if you're an ISA manager
  4. Information you need from investors when they apply for an ISA
  5. How to open an ISA as an ISA manager
  6. Manage ISA subscriptions for your investors
  7. Manage additional permitted subscriptions into an ISA
  8. Stocks and Shares investments for ISA managers
  9. Cash ISAs and connected accounts for ISA managers
  10. Check if a life insurance policy can be included in an investor's ISA
  11. Innovative finance ISA investments for ISA managers
  12. Lifetime ISAs for ISA managers
  13. How to manage an ISA investment fund
  14. Transfer an ISA if you're an ISA manager
  15. Close, void or repair an ISA if you're an ISA manager
  16. Find out about annual returns and tax claims for ISA managers
  17. Find out about returns of information for ISA managers
  18. Annual returns of statistical information (market value) for ISA managers
  19. Annual returns of statistical information (subscriptions) for ISA managers
  20. HMRC inspections of ISA managers
  21. Junior ISAs for ISA managers
  22. Manage the registered contact for a Junior ISA
  23. Repair a Junior ISA and manage account holders' subscriptions
  24. Transfer of a Child Trust Fund or Junior ISA if you're an ISA manager
  25. Close, void, or withdraw investments from a Junior ISA as an ISA manager
  26. Junior ISA annual returns for ISA managers
Published 5 April 2018