Savings & Investments

How to Open a Tax-Free ISA Account by Post

Before you print out an application form please ensure you've completed all of the following steps:

Please Note: Adobe Reader is required to view our Online Investment Application Forms. To download the latest free version of this software visit the adobe website at www.adobe.com/uk or click the icon below.

1 - Select an account

Please read the product features carefully before printing and completing an online application form. View a full list of our Savings & Investment accounts.

2 - Read and agree our General Investment Conditions and the individual account's Terms and Conditions.

Please read our General Investment Conditions and the specific account's Terms and Conditions. Only once you fully understand how the account works should you click the "I Agree" button below to access the application form. We recommend that you print a copy of the terms and conditions for your records and keep them in a safe place.

3 - Print, complete and post the application form

Simply print and complete the application form before signing and posting it to us.

Before posting you should remember to include the following:

Proof of identity - Find out more
A cheque made payable to the name in which the account will be opened, or Leeds Building Society, including the name and/or account number in which the account will be opened. Please do not send cash through the post.
If you wish to transfer all or part of your existing ISA from another ISA provider, you will need to complete the Cash ISA Transfer Request Form in addition to the Cash ISA Application Form.** (Please note: you only need to complete the Cash ISA Application Form if you are a new customer to the society, you are opening a new cash ISA to transfer your funds into or you have not subscribed to your existing cash ISA in the current tax year.)
Download a Cash ISA Transfer Request Form

Send your signed application form(s) and relevant supporting documents to:

Internet Services
Leeds Building Society
Freepost LS465
105 Albion Street
Leeds
LS1 5YY

If you have any questions about opening an account please email info@leedsbuildingsociety.co.uk

What if I change my mind?

From the date of account opening you have 14 days to notify us (in writing) if you are not happy with your choice of account.

Please write to:

Investment Services,
Leeds Building Society,
105 Albion Street,
Leeds
LS1 5AS.

Within that period we will, if instructed by you, refund your investment with interest from account opening, or subject to eligibility, transfer the investment to another account of your choice without any penalty for early withdrawal.

What if I have a complaint?

We aim to provide a high quality service to customers at all times. Unfortunately mistakes do occur, but when this happens we shall do our best to resolve problems or misunderstandings which arise. Should you need to refer a matter of complaint to us, details of the procedure are available from your local branch or our customer helpline. Ultimately, your complaint may be referred to the Financial Ombudsman Service.

I have read and printed the General Investment Conditions, the Account's Key Features and Terms and Conditions and would like to proceed.

I AGREE

I DISAGREE

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Leeds Building Society is a member of the Building Societies' Association. The Society is a participant in the Financial Services Compensation Scheme established under the Financial Services and Markets Act 2000. Payments under the Scheme are limited to a maximum of £50,000 or €50,000 (whichever figure is higher on the day of default) of an investor's total shares and/or deposits in a society. Most investors are covered, including individuals and small firms. A small number of categories of shares and deposits are not covered, for example deferred shares - permanent interest bearing shares. Although most shares and deposits are denominated in sterling, all other currencies are covered. Further details are available on request from the Society.

The Society is covered by the Financial Ombudsman Service. We may monitor and/or record your telephone conversation with the Society to ensure consistent service levels (including staff training). The Society's main business is the provision of savings products, mortgages and general insurance. The Society offers some investment products that may be operated through branches and by post and certain products which can be operated by post only.

Leeds Building Society is authorised and regulated by the Financial Services Authority and our registration number is 164992. You can check this on the FSA register by visiting the FSA website at www.moneymadeclear.fsa.gov.uk or by contacting the FSA on 0845 606 1234.

Other taxes or costs may exist that are not paid by Leeds Building Society.