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All topics For solicitors Does the customer need to complete an investor declaration?

Does the customer need to complete an investor declaration?

We no longer process or require investor declarations to withdraw LISA funds. However, if you would like the customer to complete one for your own records, a model form can be accessed on the HMRC website.

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It's important you know

Capital at risk. All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

Tax treatment depends on individual circumstances and may be subject to change in the future.

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