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

    • Guidance
  2. Apply to be an ISA manager

    • Guidance
  3. Who can invest in an ISA if you're an ISA manager

    • Guidance
  4. Information you need from investors when they apply for an ISA

    • Guidance
  5. How to open an ISA as an ISA manager

    • Guidance
  6. Manage ISA subscriptions for your investors

    • Guidance
  7. Manage additional permitted subscriptions into an ISA

    • Guidance
  8. Stocks and Shares investments for ISA managers

    • Guidance
  9. Cash ISAs and connected accounts for ISA managers

    • Guidance
  10. Check if a life insurance policy can be included in an investor's ISA

    • Guidance
  11. Innovative finance ISA investments for ISA managers

    • Guidance
  12. Lifetime ISAs for ISA managers

    • Guidance
  13. How to manage an ISA investment fund

    • Guidance
  14. Transfer an ISA if you're an ISA manager

    • Guidance
  15. Close, void or repair an ISA if you're an ISA manager

    • Guidance
  16. Annual returns and tax claims for ISA managers

    • Guidance
  17. Returns of information for ISA managers

    • Guidance
  18. Annual returns of statistical information (market value) for ISA managers

    • Guidance
  19. Annual returns of statistical information (subscriptions) for ISA managers

    • Guidance
  20. HMRC inspections of ISA managers

    • Guidance
  21. Junior ISAs for ISA managers

    • Guidance
  22. Manage the registered contact for a Junior ISA

    • Guidance
  23. Repair a Junior ISA and manage account holders' subscriptions

    • Guidance
  24. Transfer of a Child Trust Fund or Junior ISA if you're an ISA manager

    • Guidance
  25. Close, void, or withdraw investments from a Junior ISA as an ISA manager

    • Guidance
  26. Junior ISA annual returns for ISA managers

    • Guidance
Published 5 April 2018