Literature
Please send all forms direct to us as we cannot apply discounts or keep record of many items sent direct to fund managers/supermarkets.
ISAs
- Chelsea FundStore ISA Application Form
- Chelsea FundStore EasyISA Application Form
- Chelsea FundStore ISA Transfer Form
- Chelsea FundStore Investment Funds to ISA Application Form
Junior ISA
- Junior ISA Application Form
- Junior EasyISA Portfolios
- Investment Fund to Junior ISA Application Form
Investment Funds (non-ISA)
- Chelsea FundStore Investment Funds Application Form
- Chelsea FundStore Investment Funds Transfer Form
Re-registration - the easy way to consolidate your portfolio
- Re-registration Form
- Change of Agency Form - complete this form if you have an account with another intermediary
Miscellaneous Chelsea FundStore
Chelsea FundStore Disclosure Documents
- Key Investor Information Documents
- Self-directed Terms and Conditions of Cofunds Platform Services
- Chelsea Financial Services Terms and Conditions
- Fees and Charging Schedule
Pension
- Application Form - (must be completed along with the Chelsea Fund Choice Form)
- Chelsea Fund Choice Form
- Additional Contribution Form
- Key Features
Trusts
Chelsea Checkup
- Let us review your holdings by filling out a Chelsea Checkup Form
- ISA Application
- ISA Transfer Form Application
- ISA Transfer Authority Form (To be submitted with above transfer form)
- ISA Re-registration Form
- ISA Re-registration Authority Form (To be submitted with above transfer form)
- Unit trust / OEIC Application Form
- Fundsnetwork Junior ISA application form
- Fundsnetwork Junior ISA brochure