How can my client make an additional Octopus Portfolio Manager ISA investment?

If your client has invested in an Octopus Portfolio Manager ISA in the current or previous tax year, they can complete an Octopus Portfolio Manager Top Up Form. This will count as a disturbance of any ISA with a commission structure.

If your client has not invested in an Octopus Portfolio Manager ISA in the current or previous tax year, they should complete the Octopus Portfolio Manager Stocks and Shares ISA and ISA Transfer Application Form.

Clients who do not want to disturb an Octopus Portfolio Manager ISA with an existing commission structure should use the Octopus Portfolio Manager Stocks and Shares ISA and ISA Transfer Application Form. They can do this even if they have already invested in an Octopus Portfolio Manager ISA in the current tax year.