NR-301 form

To hold Canadian shares within your ISA, Lifetime ISA, Junior ISA or Dealing account, you need to complete a NR-301 form. (You don’t need to complete this form to hold Canadian shares in a SIPP.) You can’t complete a NR-301 form online, so will need to post it to us.

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Popular terms

Ready-made pension

A simple, low-cost pension where you choose from four AJ Bell fund options.

Money paid in is automatically invested...

Pension builder

The Pension builder fund is AJ Bell’s low-cost standard option, designed to help you invest the money you’ve paid into...

Non-workplace pension

A type of pension that you set up yourself. You control how much you pay in (and when) as well...