Investment top up forms

Please note that we are no longer accepting new applications to invest in the HSBC World Selection Portfolios. Existing investors can continue to top up their M&S Investment ISAs and M&S Investment Plans online or by calling us on 0808 006 6666.

It only takes a few minutes to top up an M&S Investment ISA or M&S Investment Plan online. Before you start, please look at the What you should know before you top up section below.

Important information

Top up investments can only be made online into the HSBC World Selection Portfolios. You cannot invest online into the Marks & Spencer Unit Trust Funds. For further information on the M&S Unit Trust Funds please call us on 0808 005 5555.

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. For some investments this can also happen as a result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets. For any investment in the stock market, you should plan to keep it for at least 5 years.

M&S Investment ISA – top up an existing account

Inside an ISA – top up your existing M&S Investment ISA.

Top up your existing Investment ISA

M&S Investment Plan – top up an existing account

Outside an ISA – top up your existing M&S Investment Plan.

Top up your existing Investment Plan

What you should know before you top up

Who can invest?

To top up an M&S Investment ISA or M&S Investment Plan you have to be a UK resident aged 18 or over. You can only top up an existing M&S Investment ISA or an existing M&S Investment Plan. The M&S Investment ISA and M&S Investment Plan are not available to residents of the Channel Islands or Isle of Man.

If you have an existing M&S Investment ISA or M&S Investment Plan, you can choose to invest in any of the three HSBC World Selection Portfolios.

How much can you invest?

You can subscribe up to £11,520 in this tax year in an existing M&S Investment ISA, less any amount you have subscribed to a Cash ISA.

There is no maximum investment limit in the M&S Investment Plan, however if you wish to make a deposit of £50,000 or more please call 0808 006 6666.

What you'll be asked for

Your contact details – your address should be the same as you use for your debit card
Your email address
Your bank or building society details
Your debit card details to make a deposit, with enough cleared funds in the account
We may ask you for proof of identity and/or bank details for verification at a later stage.

To comply with our regulatory obligations, we need to collect certain personal information from you and know how you will fund your account.

How will you typically fund this account? (How you fund this account overall may differ from how you fund this transaction)
Employment status and details
Gross annual income (This is your annual income from all sources before tax or any other deductions)
How will you fund this transaction? (How you fund this transaction may differ from how this account is funded overall, e.g the main funding of this account may be your salary, however this transaction may be funded by a family gift).

What you should read

Before you top up, you should read the following documents:

Key Investor Information Document – Cautious Portfolio*

Key Investor Information Document – Balanced Portfolio*

Key Investor Information Document – Dynamic Portfolio*

M&S Investments ISA and Plan Terms and Conditions

M&S Investments ISA and Plan Key Features

Monthly payments

If you want to set up or amend monthly payments into your existing M&S Investment ISA or Plan please call 0808 006 6666.

Transfer an existing stocks & shares ISA

If you wish to transfer your existing stocks and shares ISA with another provider (including Marks and Spencer Unit Trust Management Limited or Marks and Spencer Savings and Investments Limited) to the M&S Investment ISA please call 0808 006 6666.