Tax on savings: apply for approval as an ISA manager

Use this form to apply for approval to be an ISA manager.


Application for approval as an ISA manager

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Only persons approved by HM Revenue and Customs can manage ISAs. To obtain approval complete and return this form.

There’s a different process to apply for approval to offer Lifetime ISAs.

Email HMRC to ask for this form in Welsh (Cymraeg).

Published 26 November 2012
Last updated 8 December 2017 + show all updates
  1. The Declaration section has been updated with the enclosures needed.
  2. Updated version of the application form for approval as an ISA Manager has been added.
  3. ISA Managers Form PDF attachment replaced.
  4. First published.