Applications for approval as an ISA manager

Only persons approved by Savings Schemes Office can manage ISAs. To obtain approval a person must be eligible to manage an ISA and must make an application to Savings Schemes Office.

Eligibility to manage an ISA

Chapter 2 of the Guidance Notes for ISA Managers (PDF 1.6MB) specifies who is eligible to manage an ISA.

Applications for approval

An eligible person who wishes to be an ISA manager must apply to CAR Audit for approval. They do this by filling in the appropriate application form and sending it to:

HMRC
CAR Audit
St John’s House
Merton Road
Liverpool
L75 1BB

• Application for approval as an ISA manager (PDF 65K)

These forms are available in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your computer.

In addition, 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.