Top-up.

How to top up an existing investment

For ISAs, unit trusts and OEICs, please write to us, clearly detailing the following information:

  • Your name and address
  • Your client reference number
  • The name of the fund(s) you want to top up
  • The amount that you’d like to top up with (detailed per fund if applicable).

You can only top up your ISA this tax year if you have invested in our stocks and shares ISA in this or the previous tax year. Please note that any top-up is included in the annual ISA allowance in the tax year to top-up is made, and includes any money invested in a cash ISA this tax year.

Before you invest you should read the key documents on this page.

Please send the above information, together with a cheque made payable to Legal & General to the address below.

Legal & General Group plc
Investor Portfolio Service
PO Box 1112
Chelmsford
CM99 2UX

Our website doesn't provide advice or personal recommendations. It's up to you to decide if an investment with us is suitable for you. We haven't assessed whether this product is suitable for you. This means that you don't have the protection you would have received if we had done this. If you're unsure, you can contact your adviser who can advise on whether this investment is suitable for your needs.


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