Need some help? Call: 9am-5pm Mon to Fri0800 980 8229

Open an ISA with a single payment

To open an ISA or Junior ISA we'll ask you to choose the ISA that you would like to open, how much you would like to invest, if relevant the funds you would like to invest into, and collect some personal details. We'll then carry out some checks and contact you about making your payment.

  • 1About opening an ISA
  • 2Your payment
  • 3Your chosen ISA
  • 4Your fund choices
  • 5Your details
  • 6Summary
1step 1 of 6
step 1 of 6

About opening an ISA

This form enables you to make a request to open a new Select ISA, Select Junior ISA or Shrewd Savings Plan ISA with a single payment.

After submitting your request we will carry out the required checks in order to set up your ISA. Once these have been completed we will contact you to invite you to make payment into your ISA. We will then be in touch to confirm that your money has been successfully invested.

If you would like to open an ISA with regular payments, please call us on 0800 622323. Or, if you would like to top up an existing ISA or make a payment into a different plan, please visit 'how to top-up your plan'.

When you open an ISA with a single payment via this form you should be aware that you will be transacting with us through our direct service.

Our direct service is brought to you by NFU Mutual and NFU Mutual Select Investments Limited.

When you transact through our direct service we are not in a position to assess what is right for you when it comes to investing using an ISA. You therefore are responsible for ensuring that any investment you make directly with us is suitable for you.

You should be aware that the value of your investment and any income from it may go down and you may get back less than you invested.

Further information about our direct service and how we operate can be found in Our Terms of Business [PDF: 2.7MB], please familiarise yourself with this document.

Before proceeding we ask that you read and confirm the following:

Before proceeding we require that you confirm that you are happy to transact through our direct service.

If you would like more information about our direct service or would like to speak to someone about your investment options please call us 0800 980 8229.

There are three ISAs available to open, we ask that you familiarise yourself with the key features document for the ISA you would like to open. 

A Select ISA is a stocks and shares ISA allowing you to invest into a number of NFU Mutual funds and selected funds from other providers. 

Key Features of the My Investments Select ISA [PDF: 177KB]

A Select Junior ISA is a stocks and shares ISA designed for parents looking to invest for their child's future. Money can be invested into a number of NFU Mutual funds and selected funds from other providers and will not be accessible by the child until 18 years old.  

Key features of the My Investments Select Junior ISA [PDF: 234KB]

A Shrewd Savings Plan ISA is a stocks and shares ISA that invests into our With-Profits Fund. 

Key Features of the NFU Mutual Shrewd Savings Plan ISA [PDF: 182KB]

In order to proceed we need you to confirm that you have read and familiarised yourself with the key features document of the ISA you would like to open.

You will be opening a Select ISA with a single payment of .

A Select ISA allows you to invest in a number of NFU Mutual funds and selected funds from other providers. In the next step you will be asked to choose the funds you would like to invest your payment into. 

This is an example illustration to show the effects of charges on potential returns from a specific fund. You will receive a personalised illustration based on the amount you invest and your chosen fund(s).

Select ISA Example Illustration [PDF: 190KB]

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer; these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your Select ISA payment will be invested into:

My Investments guide to charges[PDF: 175KB]

Please also familiarise yourself with the funds that you can choose to invest your payment in by reading the appropriate Key Investor Information Document(s):

NFU Mutual Gilt and Corporate Bond Fund Key Investor Information Document

NFU Mutual Global Growth Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 20 – 60% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 40 – 85% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 100% Fund Key Investor Information Document

NFU Mutual UK Equity Income Fund Key Investor Information Document

NFU Mutual UK Growth Fund Key Investor Information Document

Abrdn Global Sustainable and Responsible Investment Equity Fund Key Investor Information Document

abrdn UK Real Estate Feeder Fund Key Investor Information Document

Columbia Threadneedle High Yield Bond Fund Key Investor Information Document

Jupiter UK Smaller Companies Fund Key Investor Information Document

We also ask that you read the following guide to investing with NFU Mutual:

A guide to investing with NFU Mutual [PDF: 788KB]

In order to proceed we need you to confirm that you have read and familiarised yourself with the Select ISA Example Illustration, My Investments Guide To Charges, the Key Investor Information Documents for the fund(s) you will choose to invest your payment into and a guide to investing with NFU Mutual.

You will be opening a Shrewd Savings Plan ISA with a single payment of . 

A Shrewd Savings Plan ISA invests in our With-Profits Fund. You will not get a choice of funds and 100% of your payment will be invested into this fund. 

This is an example illustration to show the effects of charges on potential returns from this specific fund. You will receive a personalised illustration based on the amount you invest: 

Shrewd Savings Plan ISA Example Illustration [PDF: 141KB]

More information on how funds are cleared, the pricing of units, charges and terms and conditions can be found in the Policy Document for the NFU Mutual Shrewd Savings Plan ISA:

Policy Document for the NFU Mutual Shrewd Savings Plan ISA [PDF: 142KB]

Please also familiarise yourself with the fund that your payment will be invested in by reading the key information document:

Key Information Document for NFU Mutual Shrewd Savings Plan ISA [PDF: 98KB]

We also ask that you read the following guide to investing with NFU Mutual:

A guide to investing with NFU Mutual [PDF: 788KB]

In order to proceed we need you to confirm that you have read and familiarised yourself with the Shrewd Savings Plan ISA Example Illustration, the Key Information Document for Shrewd Savings Plan ISAs opened on or after 2nd October 2017 and a guide to investing with NFU Mutual.

You will be opening a Select Junior ISA with a single payment of .

A Select Junior ISA allows you to invest in a number of NFU Mutual funds and selected funds from other providers, in the next step you will be asked to choose the funds you would like to invest your payment into. 

This is an example illustration to show the effects of charges on potential returns from a specific fund. You will receive a personalised illustration based on the amount you invest and your chosen fund(s).

Select Junior ISA Example Illustration [PDF: 190KB]

More information on how funds are cleared, the pricing of units and other important information can be found in NFU Mutual My Investments Terms and Conditions:

NFU Mutual My Investments Terms and Conditions [PDF: 506KB]

Fund charges are associated with each of the funds we offer, these charges are deducted by the fund manager to cover the costs of setting up/managing their funds.

Please review the charges for the funds that your Select Junior ISA payment will be invested into:

My Investments Guide to Charges [PDF: 175KB]

Please also familiarise yourself with the funds that you can choose to invest your payment in by reading the appropriate Key Investor Information Document(s):

NFU Mutual Gilt and Corporate Bond Fund Key Investor Information Document

NFU Mutual Global Growth Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 20 – 60% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 40 – 85% Fund Key Investor Information Document

NFU Mutual Mixed Portfolio 100% Fund Key Investor Information Document

NFU Mutual UK Equity Income Fund Key Investor Information Document

NFU Mutual UK Growth Fund Key Investor Information Document

Abrdn Global Sustainable and Responsible Investment Equity Fund Key Investor Information Document

abrdn UK Real Estate Feeder Fund Key Investor Information Document

Columbia Threadneedle High Yield Bond Fund Key Investor Information Document

Jupiter UK Smaller Companies Fund Key Investor Information Document

We also ask that you read the following guide to investing with NFU Mutual:

A guide to investing with NFU Mutual [PDF: 788KB]

In order to proceed we need you to confirm that you have read and familiarised yourself with the Select Junior ISA Example Illustration, My Investments Guide To Charges, the Key Investor Information Documents for the fund(s) you will choose to invest your payment into and a guide to investing NFU Mutual.

Please enter the percentage (whole numbers only) of your investment you would like to allocate to your chosen fund(s) ensuring that this totals 100% (e.g. if allocating across three funds, 33%, 33%, 34%): 

About you

In order to open an ISA you must be a resident in the United Kingdom for tax purposes. 


Contact details

About the child


Bank account details

When you enter your bank account details we are not requesting that you pay us. These will be used to electronically verify you and the bank account that you will make your payment from. 

After successful verification we will contact you with an instruction to pay. If we cannot do this, we will contact you for more information.

Please enter the details of the bank account that the single payment that will set up your ISA will be made from.

You are opening a with a single payment of


Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2023 and every following tax year until further notice.

I have seen the latest key investor information document for each of the fund(s) I am investing in.

I declare that:

  • I am 18 years of age or over;
  • All subscriptions made, and to be made, belong to me;
  • I have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year;
  • I have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA;

I am resident in the United Kingdom for tax purposes or, if not so resident, either:

  • Perform duties which, by virtue of Section 28 of the Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or;
  • I am married to, or in a civil partnership with, a person who performs such duties. I will inform NFU Mutual Select Investments Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise NFU Mutual Select Investments Limited:

  • To hold my cash subscription, ISA investment, interest, dividends and any other rights or proceeds in respect of those investments and any other cash; and
  • To make on my behalf any claims to relief from tax in respect of ISA investments; and
  • To make an electronic record of my application

I agree to the ISA terms and conditions.

I declare that, I have taken reasonable care that all statements made by me within this application are true and complete. I understand that it is a serious offence to make false statements and that to do so could lead to prosecution.

I agree to inform NFU Mutual Select Investments Limited immediately in writing of any change in my circumstances affecting any of the information given in this form. 

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2023 and every following tax year until further notice.

I have read the latest Key Features and Key Information Document. 

I declare that: 

I am 18 years of age or over;

All subscriptions made, and to be made, belong to me;

I have not subscribed and will not subscribe more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.

I have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA, and;

I am resident in the United Kingdom for tax purposes or, if not so resident, either: 

  • Perform duties which, by virtue of Section 28 of the Income Tax (Earnings and Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or;
  • I am married to, or in a civil partnership with, a person who performs such duties. I will inform NFU Mutual if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

I authorise NFU Mutual:

  • To hold my cash subscription, any other proceeds in respect of my ISA investments and any other cash.
  • To make on my behalf any claims to relief from tax in respect of ISA investments; and
  • To make an electronic record of my application.

I declare that, I have taken reasonable care that all statements made by me within this application are true and complete. I understand that it is a serious offence to make false statements and that to do so could lead to prosecution.

I agree to inform NFU Mutual immediately in writing of any change in my circumstances affecting any of the information given in this form.

I agree to the ISA terms and conditions as detailed in my policy document. 

Declaration for all Junior ISA applicants

Registered contact's title:

Full name:

Registered contact address:

I apply to subscribe to a Select Junior ISA for:

Child's title:

Child's full name:

Child's address (if different from registered contact):

Child's date of birth:

Child's National Insurance number (if over 16):

All applicants are required to make the following declarations when applying for a Junior ISA in accordance with the rules governing ISAs. Some of these declarations include technical information. If there is anything you are unsure about, please ask us. 

I apply to subscribe to a stocks and shares JuniorISA for the tax year starting 6 April 2023 and every following tax year until further notice. 

I have read the latest key investor information document for each of the fund(s) I am investing in. 

The child will remain the beneficial owner of the Junior ISA and I declare that:

  • I am 18 years of age or over.
  • I have parental responsibility for the child. The child does not have a Child Trust Fund account, unless it is being transferred to this Junior ISA.
  • I will be the registered contact for the Junior ISA.
  • The child is resident in the UK, or is a UK Crown servant, a dependant of a UK Crown servant or is married to/in a civil partnership with a UK Crown servant.
  • I have not subscribed, and will not subscribe, to another Junior ISA of this type for this child. – I am not aware that this child has another Junior ISA of this type.
  • I am not aware of other Junior ISA subscriptions that will result in this child exceeding the annual limit.
  • I will not knowingly make subscriptions to Junior ISAs for this child that will result in the subscription limit being exceeded.
  • I understand that my subscriptions cannot continue to be made after the child reaches age 18. 

I authorise NFU Mutual Select Investments Limited:

  • To hold the child’s subscriptions, Junior ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash.
  • To make on the child’s behalf any claims to relief from tax in respect of Junior ISA investments.
  • To make an electronic record of this application. 

I agree to the Junior ISA terms and conditions.

I agree to NFU Mutual Select Investments Limited’s terms and conditions and to pay its fees and charges, as set out in My Investments Guide to Charges. 

I authorise NFU Mutual Select Investments Limited to hold any uninvested cash in a client bank account together with monies held for other clients. 

I declare that, I have taken reasonable care that all statements made by me are true and complete.

I agree to inform NFU Mutual Select Investments Limited immediately in writing of any change in my circumstances affecting any of the information given. 

I accept NFU Mutual's Privacy Policy.


Commitment to Mutuality

As a mutual company, with no shareholders, we operate for the benefit of our members. All new policies are subject to a charitable assignment condition, which means that in the event of a future demutualisation, any windfall payment to which a member was entitled would be paid to the NFU Mutual Charitable Trust.  All new policyholders must agree to our commitment to mutuality.

Please read the following Commitment to Mutuality:

Commitment to Mutuality [PDF: 141KB]

Marketing preferences

We would like to send you information about products and services offered by the NFU Mutual Group and will use your information to identify which products and services are most relevant for you.

We will always treat your personal details with utmost care and will never sell them to other companies for marketing purposes.

To find out more about how we use your personal information, please read our Privacy Policy.

By submitting this form you are happy for us to contact you regarding your enquiry.