Individual Savings Account (ISA) Forms

ISA Subscription FormISA Fund Switch FormISA Transfer (In) FormISA Withdrawal FormISA Terms & ConditionsWithdrawal Form for Executor(s)/Personal Representative(s)Understanding the Additional Permitted Subscription (APS)If you have a Personal Discretionary Portfolio Service please speak to your adviser first.

General Investment Account (GIA) Forms

GIA Subscription Form (Individual & Joint)GIA Fund Switch FormGIA Withdrawal FormWithdrawal Form for Executor(s)/Personal Representative(s)Individual Tax Residence Self-Certification FormEntity Tax Residence Self-Certification FormIf you have a Personal Discretionary Portfolio Service please speak to your adviser first.

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ACD direct investor

Welcome to our Direct Investor Hub

We are pleased to have you as a valued direct investor of Lloyds Wealth (ACD). This page is tailored specifically for investors like you, who manage their investments directly with Lloyds Wealth (ACD) without receiving financial advice.

Many of you will have been with us since 2019, when your investments were transferred to Lloyds Wealth (ACD) from Scottish Widows Unit Trusts Managers Limited.

If you are looking for details on our funds, visit our funds page below.

Trusted investment oversight, backed by Lloyds Banking Group

As previously communicated, Schroders Personal Wealth (ACD) has become Lloyds Wealth (ACD). We are now a wholly owned subsidiary of Lloyds Banking Group, and our refreshed website reflects this change.

If you’re an existing ACD Direct Investor, there is no change to the service you receive or to how your investments are managed. Your investments continue to be managed in line with the same investment objectives and governance arrangements.

If you have any questions, please refer to the Q&A on the below button. Alternatively, you can contact our team on 0344 822 8910 or email us at lloydswealth@sscinc.com, our team will be happy to help.

Additional Q&A

At Lloyds Wealth (ACD) we are committed to helping support you in achieving your investment goals. This dedicated space is designed to provide clear, timely information and easy access to the resources you need – helping you feel informed, confident and in control of your financial future.

Dominic Sheridan – Chief Executive Officer of Lloyds Wealth (ACD)

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Your gateway to investment management

If you haven’t already signed up, the Lloyds Wealth (ACD) online portal is your gateway to staying on top of the investments you hold with us. With just a few clicks, you'll be able to monitor the performance of your assets anytime. Plus, you can:

• Get a valuation

• Place transactions

• Access our help centre

• View documents

Need help with our processes and services?

Here you will find links to useful guides to support you with accessing your online account, selling your investments, support following a bereavement and more.

Useful resources

Here you’ll find links to GIA and ISA forms.

Stay informed

We regularly communicate with our direct investors through our monthly email series, ‘Financial Focus’. This series provides insights and information relevant to you as an investor with Lloyds Wealth (ACD). It is shared with all clients that we hold an email address for.

View all insights

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Financial advice

While we do not provide financial advice, we understand the importance of making informed investment decisions. Our sister company, Lloyds Wealth, have over 300 experienced advisers who will be able to help to build a plan aiming to achieve your financial goals. Whether you would like guidance on maximising your investments, retirement planning, or passing on and protecting your wealth, an adviser can assist you in creating a comprehensive plan that is tailored to your future aspirations.

Fees and charges apply.

The value of your investments—and any income from them—can rise or fall, and there's no guarantee you’ll get back what you put in.

Book a call

Contact us

To get in touch with us, please use the following.

Call us +44 (0) 344 822 8910. We’re available Monday to Friday, 9am–5:30pm, excluding bank holidays.

Calls may be monitored and recorded and call costs may vary depending on your service provider.

Email us lloydswealth@sscinc.com

Email is not a secure method of communication, so please do not include personal information in any emails you send to us.

Write to us Lloyds Wealth (ACD), PO Box 13482, Chelmsford, CM99 2GN.

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Protecting yourself against scams

Visit our scam protection page to find out information on types of scams, how to protect yourself, and who to contact if you feel you have been a victim of a scam.

Find out more about scam protection

Welcome to our Direct Investor Hub

Trusted investment oversight, backed by Lloyds Banking Group

Your gateway to investment management

Need help with our processes and services?

Service adjustments

Accessing your online account

Selling your investment

Distribution payments

Bereavement

Life events

Useful resources

Stay informed

Tax-efficient investing: making the most of your investments

What is inheritance tax (IHT)?

Monthly Review and Outlook August 2026

Retirement income planning

Financial advice

Contact us

To get in touch with us, please use the following.

Protecting yourself against scams

Trusted investment oversight, backed by Lloyds Banking Group

Your gateway to investment management

Need help with our processes and services?

Service adjustments

Accessing your online account

Selling your investment

Distribution payments

Bereavement

Life events

Useful resources

Stay informed

Tax-efficient investing: making the most of your investments

What is inheritance tax (IHT)?

Monthly Review and Outlook August 2026

Retirement income planning

Financial advice

Contact us

To get in touch with us, please use the following.

Protecting yourself against scams