Online Application for a Self-Invest ISA Account
BEFORE YOU PROCEED
  • This online application is to be used to apply for a Pello Capital self-invest ISA account.

  • This online applicaton is designed to work with most browsers including Chrome, Firefox, Safari & Edge.
    If you are using Internet Explorer (IE), the application is not functioning, or you wish to apply for an Advisory Service, then please call us on (0203) 700 2500.

  • In order to complete this online application you will be asked for your Bank account details, National Insurance Number and where applicable for other National ID numbers. Please ensure you have them to hand before proceeding.

VERIFICATION OF IDENTITY & KNOWING YOUR CLIENT 
  • Pello Capital is required by the Financial Conduct Authority to take appropriate steps to ensure we are aware of any facts about your circumstances that we might reasonably need to know in order to operate your account. By completing the application in its entirety you will enable us to comply with these regulatory requirements.
  • It is important that you notify us immediately of any material change in your circumstances that we might reasonably need to know.
  • Pello Capital shall make an assessment of your client classification for the purposes of the FCA Rules, we will treat you as a Retail Client unless we notify you otherwise.
  • Pello Capital Limited (“PCL”) is required to verify your identity. Wherever possible we will use electronic verification (EID) methods to verify your identity. If this is not possible, you will need to provide us proof of your current identification and proof of address which is less than 3 months old.
  • If you are not a United Kingdom Resident we will require documentary proof of your identity and address to be either certified, or notarised depending on your country of residence.