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Apply for an Ethical Stocks and Shares ISA

Together we can make a positive difference

We offer four impact investment funds for you to invest in through our tax-efficient Stocks and Shares ISA - the Triodos Global Equities Impact Fund, Triodos Pioneer Impact Fund, the Triodos Sterling Bond Impact Fund and the Triodos Future Generations Fund.

You need to be aged 18 or over and resident in the UK to apply for an ISA. Keep in mind that ISA and tax rules change, and any potential benefits will depend upon your circumstances.

Triodos Bank offers information to help you make your own investment decisions, but not personal advice or a recommendation to invest. If you’re unsure which investment is right for you, you might want to consider financial advice.

Is investing right for you?

Investments go up and down in value over time, so you could get back less than you originally invested. The amount of income (such as dividends or interest) generated by the investments could change and isn’t guaranteed.
All investing carries risk – consider whether you could afford to lose some, or even all, of the money you put in. Only invest what you could reasonably afford to lose.
Investments should be held for the long-term (between 5 to 10 years) – consider whether you can afford to put money aside for that long.
Is investing right for your financial situation and goals? Do you have spare cash to fall back on? Should you be prioritising paying off debt or savings first? For more information, read our ‘is investing right for me?’ article.

What you need to know before investing

Before you get started, please take the time to read and understand the risks and terms and conditions outlined in the essential reading below. We want you to be sure this is the right investment for you. You can find the specific risks of each fund in the Key Investor Information below, and in the Supplementary Information Document.
The Triodos Global Equities Impact, Triodos Pioneer Impact Funds and Triodos Future Generations Funds are operated in euros, but we’ve priced them in sterling for UK investors, so your total return is subject to the euro-sterling exchange rate. The Triodos Sterling Bond Impact Fund is operated and priced in sterling.
You must be a UK resident to invest in the funds

Essential reading

Before you invest please make sure you have read the following important documents:

Terms and conditions (T&Cs)
Supplementary Information Document (SID)
Best execution policy

Key Investor Information Documents:

Triodos Global Equities Impact Fund KR-Cap
Triodos Global Equities Impact Fund KR-Dis
Triodos Pioneer Impact Fund KR-Cap
Triodos Pioneer Impact Fund KR-Dis
Triodos Future Generations Fund KR-Cap
Triodos Future Generations Fund KR-Dis
Triodos Sterling Bond Impact Fund KR-Cap
Triodos Sterling Bond Impact Fund KR-Dis

Start your application

What you’ll need

Your previous address if you've moved in the last 3 years
Your UK National Insurance Number or Tax Identification Number (if you have one)
Photo ID including: passport, driving licence or other national identification card
Your existing bank account details
You will need make your application using a smartphone, on the Triodos Mobile App

Invest in our Stocks and Shares ISA

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We are required by law to check the identity of customers opening an account. To help us verify your identity and address we may make an electronic search, using the information you supply on this form. Please see our Terms and Conditions for further information. In some instances, we may ask you to send in further information or documents.

If the details you provide as part of this application are different to the details we currently hold then we may change your existing record. You may be contacted to verify this change or to request further confirmation. We have indicated in the form where details will be automatically updated.

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Triodos Bank UK Ltd. Registered Office: Deanery Road, Bristol, BS1 5AS. Registered in England and Wales No. 11379025. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 817008. Triodos Bank UK Ltd adheres to the Standards of Lending Practice, which is monitored and enforced by The Lending Standards Board. Further details can be found at www.lendingstandardsboard.org.uk

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