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Triodos Ethical Stocks & Shares ISA application

Applications for an Ethical Stocks and Shares ISA in the 2018/19 tax year.

Download an application form below

You are exposed to currency fluctuations

  • The Triodos Sustainable Equity and Pioneer funds are quoted in sterling, however when you purchase or sell, your sterling is converted from sterling into euros or back from euros into sterling. Your total return is therefore subject to the euro-sterling exchange rate. Dividends are converted from euros to sterling. You are also exposed to currency fluctuations in the regions in which the funds invest.

Your capital is at risk

  • Your capital is at risk as the value of your investment can go down as well as up and you may get back less than originally invested. Income is variable and not guaranteed.

Invest for the long term

  • The Triodos Sustainable Equity and Pioneer funds should be considered for the long term, e.g. 5-10 years.

Financial Advice

  • Nothing on this website should be regarded as personal recommendation. If you are unsure if either of our funds is the right investment for you, please seek independent financial advice. If you don't have an independent financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk

Important information

  • When deciding if investing in the Triodos Ethical Stocks and Shares ISA is right for you, it is important that you understand the risks and Terms and Conditions associated with your investment. The Supplementary Information Document contains an overview of the specific risks of investing and the charges, and a more comprehensive list can be found in the Prospectus .
  • Read the Triodos Bank - Privacy Statement
  • It's important that you read the Key Investor Information Documents for the fund you are investing in before applying:

The following versions of the funds pay out any income generated:

The following versions of the funds re-invest any income generated for capital growth:

Download an application form

Or call us on 0800 328 2181 and we’ll send you one.

Email me the application form

Haven't got time now? We'll email you a link to the application form to complete in your own time.

What happens next

If you feel investing is right for you please download, print off, sign and date your application and send it to us at the free post address on the form. Alternatively please call us on 0800 328 2181 and we'll send you a form.

We can accept payment either via cheque or electronic bank transfer. If paying via electronic bank transfer please ensure your payment is sent from the same nominated bank account entered on the application form. Your shares will be bought once your cheque has settled or we have received your electronic bank transfer. The Dealing Cut-off time is 12pm Greenwich Mean Time (GMT) on each fund Business Day. As long as your cleared funds are with us by this time, the deal will be placed that day. However, if your cleared funds are with us after this time we will place the deal at the next Business Day's Dealing Cut-off. You will receive confirmation shortly after your deal has been placed as to the price and number of units you have received.

Important information for all new and existing customers

We are required by law to check the identity of customers opening an account. To help us verify your identity and address we may make an electronic search, using the information you supply on this form. Please see our Terms and Conditions for further information. In some instances we may ask you to send in further information or documents.

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