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Do you currently have a Stocks and Shares ISA portfolio from a previous tax year?
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Do you plan to invest this tax year into your Stocks and Shares ISA?
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Do you plan to sell any securities this tax year in your Stocks and Shares ISA?
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Please provide an approximate breakdown of your existing Stocks & Shares ISA Portfolio
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Stocks/ETFs/Index Mutual Funds Ready-Made Portfolios Bonds/Gilts
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How much do you plan to invest this tax year in your Stocks and Shares ISA?
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Stocks/ETFs/Index
Stocks/ETFs/Index Mutual Funds Ready-Made Portfolios Bonds/Gilts
GBP
British pounds Euros Dollars Other Cash
Trades per year
Add
Total Sum
How much do you plan to sell this tax year in your Stocks and Shares ISA?
Remove cards
Stocks/ETFs/Index
Stocks/ETFs/Index Mutual Funds Ready-Made Portfolios Bonds/Gilts
GBP
British pounds Euros Dollars Other Cash
Trades per year
Add
Total Sum
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