Form

Tax on savings: apply for approval as an ISA manager

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

• From: HM Revenue & Customs
• Published: 26 November 2012
• Last updated: 8 December 2017
  Show all updates

  1. 8 December 2017

     The Declaration section has been updated with the enclosures needed.

  2. 6 March 2017

     Updated version of the application form for approval as an ISA Manager has been added.

  3. 4 February 2016

     ISA Managers Form PDF attachment replaced.

  4. 26 November 2012

     First published.

Documents

Application for approval as ISA manager

https://public-online.hmrc.gov.uk/lc/content/xfaforms/profiles/forms.html?contentRoot=repository:///Applications/SpecPersTax_B/1.0/ISAMAF&template=ISAMAF.xdp

Details

Only people approved by HMRC 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).