Literature

Product Literature & Forms

Individual Savings Account

SIT ISA

Our ISA is a simple, flexible, low-cost investment trust savings scheme which allows you to buy shares in The Scottish Investment Trust PLC in a tax efficient wrapper.

Application Pack

ISA

The application pack comprises:

  • Key Features
  • Application form
  • Direct Debit instruction

It is strongly recommended that you read the Key Features prior to completing the application form and save the file to your hard drive for future reference.

ISA Transfers

Please note you will need to complete our ISA application form as well as a ISA transfer for if:

  • You do not have an existing ISA with us, or
  • You are an existing SIT ISA investor, but you did not invest in your SIT ISA in the current or previous tax year

Investment Trust Savings Scheme

STOCKPLAN

Our STOCKPLAN is a simple, flexible, low-cost investment trust savings scheme which allows you to buy shares in The Scottish Investment Trust PLC.

Application Pack

STOCKPLAN

The application pack comprises:

  • Key Features
  • Application form
  • Direct Debit instruction

It is strongly recommended that you read the Key Features prior to completing the application form and save the file to your hard drive for future reference.

 

Other forms:

The SIT SIPP

Existing investors in the SIT SIPP can access the scheme terms & conditions here:

Other documentation and forms, including transfer and benefit forms, can be obtained by contacting us by telephone on; 0131 225 7781, or by email to info@thescottish.co.uk