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  5. How to apply

How to apply

Easy to apply

You can apply for your STOCKPLAN by completing the Application Form which can be found at the back of our STOCKPLAN brochure or by downloading it from this website.

Return the completed and signed STOCKPLAN Application Form to our STOCKPLAN Administrator, together with your personal cheque, for the lump sum or the first month's instalment, drawn on an account in your name, payable to SIT STOCKPLAN, and a completed Direct Debit instruction (if applicable).

Please don't forget to read the Key Features and Terms and Conditions that apply to STOCKPLAN before completing your application form.

Our Administrator will, upon receipt of funds, a valid application form and confirmation of identity, invest in SIT shares on the next normal dealing day after the account is activated.

The Administrator will issue a welcome letter to confirm your STOCKPLAN application followed by a contract note.


How to make an additional lump sum investment

Our products are aimed at United Kingdom residents or citizens only and the information contained within the site is for access by United Kingdom residents or citizens only.

Before proceeding, you are strongly recommended to read the sections entitled Legal (which contains the legal and regulatory restrictions which apply to your use of, and the investments referred to in, this website) and Privacy Policy (which describes the means by which we collect and use your data and also explains our use of cookies on this website).

Registered Office 6 Albyn Place, Edinburgh, EH2 4NL ©2009 The Scottish Investment Trust PLC

An investment company registered in Scotland number 1651