How to apply

Apply online now

1. Complete our secure online application form.

2. Print off the completed application form and sign where indicated. If you opted to invest a lump sum, cheques should be made payable to ‘CIS Unit Managers Ltd’ followed by your first and last name (e.g. CIS Unit Managers Ltd – John Smith).

3. Post your application form and cheque to the following address (no stamp needed):
Freepost RRSL-UUXB-JTAX
The Co-operative Investments
Miller Street
Manchester
M60 0AL

Download an application form

1. Read Important Information (PDF - 0.9Mb)

2. Print, complete and sign the appropriate form
Stocks and shares ISA application form (PDF - 0.1Mb)
Unit Trust application form (PDF - 0.1Mb)

3. Complete and sign your cheque:

Please make your cheques payable to ‘CIS Unit Managers Ltd’ followed by your first and last name (e.g. CIS Unit Managers Ltd – John Smith).
If you are applying for both an ISA and unit trust you will need a separate cheque with each application form.

4. Post your application form and signed cheque to this address (no stamp needed):
Freepost RRSL-UUXB-JTAX.
The Co-operative Investments
Miller Street
Manchester
M60 0AL

Call for an application pack

If you would like us to send you an application pack through the post please call our UK-based Customer Contact Centre on 0800 917 1431. We are open from 8am – 8pm Monday to Friday, and 8am to 5pm on Saturday.

Financial advice

If you would prefer to receive advice about your investments from a Co-operative Financial Adviser then you can arrange a call back online or by calling our UK-based Customer Contact Centre on 0800 917 1431. We are open from 8am – 8pm Monday to Friday, and 8am to 5pm on Saturday.

Want to change an existing ISA?

If you have an existing Co-operative Investments ISA for the current tax year and you want to change the amount you regularly save, you can telephone us on 0800 917 1431. You can also write to us with your instructions and cheque if you want to top up with a lump sum.

Transfer Your ISA to The Co-operative Investments

If you have Cash ISAs or stocks and shares ISAs with other providers, you can transfer them to Co-operative Investments. We will make arrangements with your existing provider to transfer your ISA into one of our stocks and shares ISAs. All you need to do is give us your instructions by following the 4 steps below.

1. Choose the ISA funds from Co-operative Investments and read the Important Information (PDF - 0.9Mb).

2. Download the transfer request form, print and complete for each ISA you are transferring. This is your instruction to transfer ISAs from other providers to us. If you want to transfer ISAs held with more than one provider, you need to fill out a separate form for each provider.

3. Download the application form (PDF – 0.1Mb), print and complete. This is your instruction to tell us how you want to invest your ISA with us. You can either enter an exact amount to invest or enter a percentage of the total amount transferred for each fund you choose (making sure that the total adds up to 100%).

4. Finally post us the Stocks and shares ISA application form along with your transfer request forms, using the freepost address below and we will do the rest.
Freepost RRSL-UUXB-JTAX ISA Returns
The Co-operative Investments
Miller Street
Manchester
M60 0AL