Please use the form below to apply for any of our plans listed as available. The application will be processed based on receipt of this form, but there will be further information that we will require in order to accept subscriptions (such as for the purpose of identity verification and a list of authorised signatories), we will contact you to let you know what further information is required. At present we are not able to take subscriptions on-line, but hope to offer this facility soon. Payment can be made via internet banking or other bank transfer, by banking a cheque into our account over the counter at a convenient branch of HSBC or by sending a cheque to us in the post at 55 King William Street, London, EC4R 9AD.
A confirmation email will be sent to the email addresses entered below. This will contain information about making payment, but if making payment by bank transfer please ensure that you quote the reference in the email and the name of the applicant.
ISA Applications: The maximum subscription for a 2010/11 ISA is £10,200. ISA transfer applications must be made on paper as an original signature will be required by the transferring ISA manager to authorise the transfer.
The boxes marked * must be completed.
ISA options are only available to UK resident individuals who are 18 or over.
For security proposes please provide us with a password so that we can give you information over the telephone (non compulsory)
Please tick if you would like access to your account online
An initial username and password will be sent to you in a few days, both of which can be changed when you log in.
We recommend that all customers seek financial advice to help establish whether this investment fits with their circumstances and financial objectives.
If you have received advice, please proceed to Section 7.
If you have not taken financial advice please answer the following questions so that we can assess whether the plan is appropriate for you.
1. Please tick the relevant box(es) to indicate if you have ever held:
Please confirm that you can answer 'Yes' to all of the following questions.
2. a) If you are investing in a growth product, do you understand that the amount of any investment return and the return of capital at maturity will depend on the performance of your investment and you may get back less than your original investment at maturity?
2. b) If you are investing in an income product, do you understand how the income payment is calculated and the investment conditions required for this to be payable?
3. Do you understand that the plan is designed to be held for the full investment term and if you were to cash in early the amount you receive would depend on the value of the investment at the date of sale and that this value could be less than the amount you invested?
4. Do you understand that the repayment of capital and any potential benefits from the Plan are dependent on the counterparty paying the amounts due, and if it was unable to do so you could lose some or all of your original investment and any income and/or growth payments to which you would otherwise have been entitled?
5. Do you understand that you would not be entitled to claim from the Financial Services Compensation Scheme if you lose money as a result of the counterparty not being able to return your original investment or make any benefit payments due to you under the Plan?
6. Have you re-read the 'Is this product right for me' page of the brochure to make sure that you are happy that all of the 'yes' statements relating to the nature of the investment are appropriate to you?
If you cannot answer 'Yes' to the above questions, this product may not be suitable for you. Please contact Meteor for advice as to how to proceed with your application in these circumstances.
† enter details of regulator (if any) if outside the UK
Unless this is the first time that you have dealt with us there is no need to complete the details below:
Please use this section to supply any further information about the application
I declare I am 18 years of age or over and that I am not, or acting on the behalf of, a resident of the United States; and that I will not assist any person who is so resident to acquire securities in the Plan. Further I agree to inform you immediately should I become a resident of the United States. I confirm adherence to the requirements contained in the Terms and Conditions.
I declare that: 1. All subscriptions made, and to be made, belong to me; 2. I am 18 years of age or older; 3. I have not subscribed and will not subscribe more than the overall subscription limit in total to a cash ISA and a stocks and shares ISA in the same tax year; 4. I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year(s) that I subscribe to this stocks and shares ISA(s); 5. I am resident and ordinarily resident in the United Kingdom for tax purposes or, if not so resident, perform duties which, by virtue of section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or, am married to, or in a civil partnership with, a person who performs such duties, and I will inform Meteor Asset Management Limited immediately if I cease to be so resident and ordinarily resident or to perform such duties, or be married to, or in a civil partnership with, a person who performs such duties; 6. I will inform Meteor Asset Management Limited without delay of any change in my circumstances affecting any of the information in this form.
I authorise Meteor Asset Management Limited: 1. to hold my cash subscription, Direct investments, ISA investments, interest, dividends and other rights or proceeds in respect of those investments and any cash or other proceeds; 2. to make on my behalf any claims to relief from tax in respect of ISA investments. I have read the product brochure and Terms & Conditions and accept the terms under which my investments will be managed.
I declare that this application form has been completed to the best of my knowledge and belief. I understand that Meteor Asset Management Limited does not provide investment advice and confirm that I either do not require such advice or have received advice on this investment from an independent Financial Adviser as shown above.