Charter Savings Bank
Call us on 0800 032 9999

Account Opening Form
3 Year Fixed Rate ISA

Question ISA03

ISA Funding Options

Have you already subscribed to a Cash ISA in this tax year?


You will need to complete the declarations on the next page which we require from all customers. The application and declaration sections will not be applicable to you if you are just transferring previous tax years’ subscriptions as you will not be opening a Cash ISA with us for this tax year. However, these sections will apply to you if you do decide to transfer an ISA to us which includes ISA subscriptions for this tax year or subscribe to a Cash ISA with us in this tax year.

As you’ve already subscribed to a Cash ISA in the current tax year, you can only make subscriptions to an ISA with us for this tax year if you transfer all your current year’s Cash ISA subscription to us.

If you don’t want to transfer your current year’s ISA subscription to us you can still transfer balances from ISAs opened in previous tax years.

How will you fund your new ISA?



Which type of ISA(s) do you want to transfer?



Charter Savings Bank is a trading name of Charter Court Financial Services Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register Firm Reference Number 494549). Registered in England and Wales with company number 06749498. Registered office: 2 Charter Court, Broadlands, Wolverhampton WV10 6TD.
You can confirm our registration on the FCA website at www.fca.org.uk or by contacting them on 0800 111 6768.
Please note that all communications with us may be monitored/recorded to improve the quality of our service and for your protection and security.
Copyright © Charter Savings Bank 2015.