Risk Warning Shares are high-risk investments. Share prices and the income from them can fall as well as rise and you may not get back the full amount invested. Past performance should not be taken as indication of future returns. This service is not suitable for everyone. If you have any doubt whether it is suitable for you, you should obtain advice from a financial adviser. Saga Share Direct is 'an execution-only' service, which means we do not offer advice.

Open An Account

Applying for an Account

Applying online is straightforward - it should take less than 10 minutes to complete. You'll need your National Insurance number or your taxpayer identification number and bank details to hand.

You must provide details of a UK bank account in your name for us to activate your account.

If we are able to agree your application straightaway, you can use a debit card to fund your account and start trading immediately. If we cannot complete your application, we will tell you what additional information we need from you.

Where did you hear about us?

Account Type

What type of account would you like to open?

     Nominee Dealing Account     Shares ISA     Joint Account   

I apply to subscribe for a Saga Share Direct ISA for the current tax year and each subsequent year until further notice.

I declare that

  • All subscriptions made, and to be made, belong to me.
  • I am 18 years of age or over.
  • I have not subscribed, and will not subscribe, more than the overall subscription in total to any combination of permitted ISAs in the same tax year.
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA.
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Saga Share Direct if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise Equiniti Financial Services Limited:

  • to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash;
  • to make on my behalf any claims to relief from tax in respect of ISA investment.

I agree to be bound by the Saga Share Direct Terms and Conditions.

I declare that this application form has been completed to the best of my knowledge and belief.

I authorise the instruction to my bank or building society to pay Equiniti Financial Services Limited Direct Debits from the nominated account.

The ISA and Nominee Dealing Account are managed and administered in accordance with the Terms and Conditions which can be viewed here. You should read these terms carefully before continuing. If you do not understand any aspect, please contact Customer Services on 0800 056 4827.

By continuing with this application, the above will apply.