ISA declaration

Hargreaves Lansdown Workplace Stocks and Shares ISA Declaration

I confirm that I am applying to open a Workplace Stocks and Shares ISA offered by Hargreaves Lansdown in conjunction with my employer. I have read in full, agreed to and retained a copy of the joining pack for the Workplace ISA.

I apply to subscribe for a Stocks and Shares ISA for the tax year 2025/26 (the first tax year to which this declaration relates) and any subsequent tax year in which I choose to make a subscription.

I declare that:

I am aged 18 years or over and that I have not subscribed, and will not subscribe, more than the overall subscription limit in total to any permitted combination of ISAs in the same tax year.

I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Hargreaves Lansdown if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

Any money subscribed to this ISA is my own personal money.

I authorise Hargreaves Lansdown as my ISA manager to:

  • Hold my cash subscriptions, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash; and

  • Make on my behalf any claims to tax relief from tax in respect of ISA investments.

I also declare that:

  • If I leave the employer, through whom the Hargreaves Lansdown Workplace ISA has been made available to me, I understand that an individual Hargreaves Lansdown Stocks and Shares ISA will be set up for me.

  • I authorise my employer to deduct from my earnings any ISA subscriptions I have chosen to make via payroll.

  • I accept that when trading within the Workplace ISA, Hargreaves Lansdown will send my employer copy contract notes if they are required to do so by the contractual and regulatory rules applicable to my employer.

The declaration and the information I will give in my application is correct to the best of my knowledge and belief and shall be the basis of the contract between me and Hargreaves Lansdown. I will notify Hargreaves Lansdown without delay of changes to these particulars. I confirm that I have not received advice from Hargreaves Lansdown regarding the suitability of the HL Stocks and Shares ISA or any aspect of this investment.