Applications for ISA manager status

How to use the service

If you are eligible to be an ISA manager, you must apply to HMRC for approval . If you are approved by HMRC, you can offer the following: cash ISAs stocks and shares ISAs innovative finance ISAs Junior ISAs If you want to become a Lifetime ISA manager, you must follow the instructions in the Lifetime ISA guidance. You must provide: your full registered name or legal title your full address, including postcode, to which all communications should be sent the nature of your business the capacity in which your eligibility to manage an ISA is claimed the name, telephone number and email address of one or more individuals you appoint to act as liaison officers, to provide day-to-day contact with HMRC the full name of one or more individuals you appoint to act as an authorised signatory or signatories with the authority to sign formal documentation the types of ISA you will offer your bank account details your FCA or Prudential Regulation Authority ( PRA ) firm reference number confirmation that the FCA have granted the necessary authorisations information about outsourcing or delegation of functions where applicable information about fees, commissions or incentives where applicable You must provide the information before your first claim to HMRC. Find out more about information you must supply before making a claim . UK insurers should send a copy of their notice of authorisation from the Treasury Insurance Directorate or the Friendly Societies Commission. Foreign insurers should send a copy of their authorisation under Article 6 of the First Long Term Insurance Directive. HMRC will consider your application and make a decision. If you are approved, we will: allocate a reference number for you to use in all future communications with HMRC include you in the next edition of the list of approved ISA managers If you are not approved, we will write to you and explain why. Your approval as an ISA manager will be valid from the date of the notice issued by HMRC. The terms of yo