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Existing Ethical Stocks and Shares ISA account holders

If you already invest in the Triodos Ethical Stocks & Shares ISA you can add to your investment by way of a top up. The minimum top up amount is £500, however if you are purchasing for the first time the initial investment amount is £1,000.

If you would like to top up your holding in the Triodos Ethical Stocks & Shares ISA please ensure you have read the most up to date Prospectus and Key Investor Information Document. If you are unsure if investing is right for you, you should seek independent financial advice.

Please be aware that with effect from 10 April 2017 the charges for investing in the SRI funds changed. Any investments or top-ups purchased on or after the 10 April 2017 will be subject to these new charges. Full details of the charges can be found on the ‘How it works’ tab of the Triodos Ethical Stocks Shares ISA page.

Moving into a Triodos Ethical Stocks and Shares ISA

You are able to utilise your ISA allowance by 'wrapping' your existing SRI funds in our Ethical Stocks & Shares ISA. Within the Ethical Stocks & Shares ISA you benefit from no further tax on income and no capital gains tax. To wrap your existing holding in an ISA it must be sold and repurchased. We do not charge for the sale or repurchase, and we waive the initial charge when purchasing your holdings back. However, you must adhere to the minimum investment levels as detailed above.

Please note, when selling your holding outside of the ISA wrapper you will realise a capital gain or loss. Most people have a capital gains allowance of £11,300 (for the 2017/18 tax year), below which there is no charge on gains. If you happen to make a capital loss this can be used to offset future capital gains.

If you would like to wrap your holding in the Ethical Stocks & Shares ISA please download and print off the Ethical Stocks & Shares ISA Top Up form.

Please be aware that with effect from 10 April 2017 the charges for investing in the SRI funds changed. If you decide to move all or part of your existing holding into a different fund or into an ISA with Triodos Bank UK after this date, the value of shares you wish to switch or move must be sold and repurchased and whilst the initial fee will be waived, the annual service charge will apply on the switched holdings from the date of the change.