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Personal Details
Tax Residency
Tax regulations require us to collect certain information about each investor's tax arrangements. Please indicate all countries in which you are resident for tax purposes and the associated Tax Reference Numbers below. If you are a US citizen or resident, please include United States in this table along with your US Tax Identification Number.

Please select your country/countries of tax residency and enter the associated Tax Reference Number. If you have any questions about how to complete this form please contact your tax adviser.
 
Add a new country
 
Please note that in certain circumstances we may be obliged to share this information with relevant tax authorities.
 
Security Settings
PAPERLESS STATEMENTS

your half-yearly statements, tax vouchers and distribution advice will be delivered to your online document store as well as sent through the post. We'll send an email to the email registered to notify you of new documents. If you do not wish to receive paper copies you can select the paperless service below.

Note: this will not affect other correspondence types such as contract notes.

Direct Debit Payment

Please enter the details of the bank account where you would like income to be paid.

Direct Debits can be set up on-line or over the phone.

All the normal Direct Debit safeguards and guarantees apply. No changes in the amount, date or frequency to be debited can be made without notifying you at least ten working days in advance of your account being debited. In the event of any error, you are entitled to an immediate refund from your bank or building society. You have the right to cancel a Direct Debit Instruction at any time simply by writing to your bank or building society, with a copy to us.

I would like a payment of £   to be taken on the first business day of every month.

Please note: If you are not the sole signatory, you will need to fill in a paper application form and post it to us.

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Your bank account does not allow direct debit. Please try entering a different account.

Direct Debit Payment

Please read and confirm the details for your investment and Direct Debit payment.

Instruction to your bank or building society to pay by Direct Debit

Fundsmith LLP

PO Box 10846
Chelmsford
CM99 2BW

Name of Account Holder

Bank/Building Society Account Number

Branch Sort Code

To: The Manager

Address
Postcode

Service User Number

698442

Reference

000000000

Instruction to your bank or building society

Please pay Fundsmith LLP Direct Debits from the account detailed in this instruction subject to the safeguards assured by the Direct Debit guarantee. I understand that this instruction may remain with Fundsmith LLP and, if so, details will be passed electronically to my bank/building society.

Date
05 / 04 / 2020
Day / Month / Year

Banks and building societies may not accept Direct Debit instructions for some types of account

The Direct Debit Guarantee

  • This Guarantee is offered by all banks and building societies that accept instructions to pay Direct Debits
  • If there are any changes to the amount, date or frequency of your Direct Debit Fundsmith LLP will notify you ten working days in advance of your account being debited or as otherwise agreed. If you request Fundsmith LLP to collect a payment, confirmation of the amount and date will be given to you at the time of the request.
  • If an error is made in the payment of your Direct Debit, by Fundsmith LLP or your bank or building society, you are entitled to a full and immediate refund of the amount paid from your bank or building society
  • If you receive a refund you are not entitled to, you must pay it back when Fundsmith LLP asks you to.
  • You can cancel a Direct Debit at any time by simply contacting your bank or building society. Written confirmation may be required. Please also notify us.

Fund Details

Fund Name
Amount
£

Bank Details

Bank
Account Name
Account Number
Sort Code
Security Information
The company name that will appear on your bank statement against the direct debit will be "Fundsmith LLP". Confirmation of the direct debit will be sent within 3 working days.

Declarations

General

  • The information given in this application form is correct to the best of my/our knowledge and belief.
  • I am the beneficial owners of this investment.
  • I accept that, in accordance with the money laundering regulations, Fundsmith LLP may require additional information from me and I acknowledge that electronic data sources may be used to check my identity. I have a copy of the Key Investor Information Document and the Supplementary Information Document and have kept them for my records.
  • I/we understand that I/we will be subject to the data protection and money laundering verification provisions as outlined in the Terms and Conditions and/or Prospectus.
  • I/we apply to invest in units of the Fund(s) according to the Terms and Conditions and/or Prospectus.
  • I/we confirm agreement to all Client Money obligations and requirements as detailed in the Client Money section of the Fundsmith Equity Fund Prospectus.
  • I confirm I have read the KIID for every fund I am investing in.

ISA

  • I am applying to subscribe to a Stocks and Shares ISA for the 2019/2020 tax year.
  • I am over 18 years of age.
  • I have not subscribed to another Stocks and Shares ISA in this same tax year.
  • I have not subscribed, and will not subscribe, more than the overall subscription limit in total to a Cash ISA in this same tax year.
  • I am resident and ordinarily resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings and Pensions) Act 2003 (Crown Employees serving overseas), are being 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 Fundsmith LLP if I cease to be so resident and ordinarily resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.
  • I have a copy of the Key Investor Information Document and the Supplementary Information Document and have kept them for my records.
  • I agree to be bound by the ISA Terms and Conditions, within the Supplementary Information Document and accept that these may be varied in accordance with their terms.
  • The information given in this application form is correct to the best of my knowledge and belief.
  • Payment has been effected as stated above.
  • I am the beneficial owner of this investment.

I authorise Fundsmith LLP

  • 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 investments.
  • To obtain additional information in order to comply with anti-money laundering requirements and I acknowledge that electronic data sources may be used to check my identity.
  • To hold any personal information provided by me in confidence and in accordance with data protection law. By completing this Application Form, I consent to the processing of my personal data in accordance with Fundsmith s data protection policy which is set out in the Supplementary Information Document.

General

  • The information given in this application form is correct to the best of my/our knowledge and belief.
  • I am the beneficial owners of this investment.
  • I accept that, in accordance with the money laundering regulations, Fundsmith LLP may require additional information from me and I acknowledge that electronic data sources may be used to check my identity.
  • I have a copy of the Key Investor Information Document and the Supplementary Information Document and have kept them for my records.
  • Fundsmith may hold any personal information provided by me in confidence and in accordance with data protection law. By completing this application form, I consent to the processing of my personal data in accordance with Fundsmith’s data protection policy which is set out inthe Supplementary Information Document.
  • I/we understand that I/we will be subject to the data protection and money laundering verification provisions as outlined in the Terms and Conditions and/or Prospectus.
  • I/we apply to invest in units of the Fund(s) according to the Terms and Conditions and/or Prospectus.
  • I/we confirm agreement to all Client Money obligations and requirements as detailed in the Client Money section of the Fundsmith Equity Fund Prospectus.
  • I confirm I have read the KIID for every fund I am investing in.
Please ensure that you have cleared funds in your bank account before continuing with your investment.

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