Forms

To give or change instructions on your existing account

If you need to do any of the following, please download a form by clicking the relevant link.

Change of address
To provide us with your new address PDF Download

Change of personal details
To notify us of your new name, e-mail address, date of birth, National Insurance Number or telephone numbers PDF Download

Provide dealing instruction
To give us instructions in writing to invest a cash balance or switch fund holdings, in a Vantage ISA, Vantage SIPP, or
Vantage Fund & Share Account.		 PDF Download

Regular savings – change amount
To amend the amount you pay into your Vantage Accounts via regular savings PDF Download

Regular savings – change investment choice
To amend the funds into which any existing regular savings are invested PDF Download

Regular savings – change bank details

To change the bank from which you make regular savings into your:

Amend your income instruction
To change the income instruction that you currently have set up for each of your Vantage accounts. PDF Download

Vantage top up form
To top up an existing Vantage Stocks & Shares ISA or Vantage Fund & Share Account. PDF Download

Withdraw cash from your Vantage Account
To withdraw any unallocated cash amount from an existing Hargreaves Lansdown account. PDF Download