To provide a clearer picture of the information in your Year End Investment Statement, we have provided sample forms with comprehensive explanations.
We can provide you online assistance with Annual Statement of Investment Account, Statement of Remitted Interest, How to Request a 975 Certificate, Notes to the Statements and Notes for ISAs.
ADDITIONAL NOTES FOR ISAs
WITH EFFECT FROM 5 FEBRUARY 2007 YOU NO LONGER HAVE TO GIVE 30 DAYS NOTICE FOR WITHDRAWALS, CLOSURE OR TRANSFER TO OTHER PROVIDERS.
As announced in the Government's March 2008 budget the maximum investment, each tax year, under ISA rules, into a Cash ISA will be £3,600 until further notice
Investors should note, that in accordance with ISA rules, investments in any tax year are limited to the amount permitted by HM Revenue & Customs (£3,600 in 2008/2009) regardless of the level of withdrawals made.
If you have subscribed to your Skipton Cash ISA in 2007/2008, you may continue to subscribe to the same ISA in 2008/2009. If you did not make a subscription to your Skipton Cash ISA in 2007/2008, a new application form will be required if you would like to subscribe in 2008/2009.
An application form can be obtained from your local branch or requested from our Investment Helpline 08458 501722*.
The tax year runs from 6 April to 5 April. If your passbook is up to date it will clarify what subscriptions you have made to your Skipton Cash ISA, alternatively you may call our Investment Helpline.