ISA Manager

FAQs

Who can offer Help to Buy ISAs?

To offer Help to Buy ISAs you must be authorised by Her Majesty’s Revenue and Customs (HMRC) to manage ISAs under the ISA Regulations 1998 (SI 1998 No.1870) and have met the further conditions set out in the Help to Buy: ISA Scheme Rules. If you are interested in offering a Help to Buy ISA please complete the expression of interest form.

What do we need to do to be able to offer Help to Buy ISAs?

The full requirements for entering the Scheme are set out in the Scheme Rules and the ISA Manager Guidelines. You'll need to be demonstrate to the Scheme Administrator that your product and marketing meet the requirements set out by the Scheme Rules and that you can provide timely information to the Scheme Administrator in the correct format. A Deed of Adherence will need to be signed between the ISA Manager and HM Treasury before Help to Buy: ISA products can be offered. If you are interested in offering a Help to Buy ISA please complete the expression of interest form and Relationship Management Team will be able to provide you additional information.

What information will we need to pass to the Scheme Administrator?

Information is to be securely passed to the Administrator on a monthly basis. This will enable bonuses to be correctly paid to eligible home buyers. Further details can be found in the Scheme Rules and the ISA Manager guidelines

Who is administrating the Scheme?

National Savings and Investments Government Payment Services (NS&I) are administering the Help to Buy: ISA Scheme on behalf of HM Treasury.