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Application forms

Here you can find all of our application forms in one location.

The ACD/Manager of the products have agreed to waive the minimum investment, redemption and holding amounts as set out in the Prospectus for direct retail customers (including those invested directly via a Liontrust ISA or JISA). The minimum investment and redemption amounts will be set at £10 for each trade. The ACD/Manager reserves the right to change this policy by providing at least 6 week’s notice.

Download application forms

FATCA Entity Self-Certification
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FATCA Individual Self-Certification
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Liontrust Funds Account Opening Application Form - Individuals
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Liontrust Funds Account Opening Application Form - Non-individual
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Liontrust Additional Permitted Subscription (APS) ISA Application Form
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Liontrust Additional Permitted Subscription (APS) ISA Transfer Form
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Liontrust ISA and JISA Terms and Conditions
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Liontrust ISA and JISA Terms and Conditions - Proposed changes
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Liontrust ISA application form
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Liontrust JISA application form
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