This page provides investors planning to open an online dealing account with James Brearley, with the ability to complete and submit the appropriate account opening forms.

Once you have read and understood the relevant elements of our Service Terms & Conditions document and considered our Execution-Only Dealing Service charges, our Order Execution Policy and Privacy Policy and the effect that the cost and charges of the service may have on returns, please click on the link below to commence our account opening process. An itemised illustration of the effect that the cost and charges have on returns is available on request. This should only take a few minutes to complete where you will need to have your National Insurance Number to hand. The form is required whether you simply wish to establish a General Investment Account or an ISA. You may also find our Investment Risk Guide informative, particularly is you are relatively new to investing in the stock market.

ISA (Individual Savings Account)

If you wish to invest in an ISA for the current tax year, having completed the above application form, please click on the link below. This should only take a few minutes to complete where you will need to have your National Insurance Number to hand.

If you already have a James Brearley ISA, but did not subscribe to it in the previous tax year, then you will need to complete an application form, before we can accept your subscription to this tax year’s ISA.

This form can also be used where you already have a General Investment Account in your name (not joint), but wish to compliment it with an ISA.

If you have any queries regarding the forms and their completion, please contact our Online Services Team on 01253 831211 or by email at onlineservices@jbrearley.co.uk