Open an ISA with a single payment

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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'.

About this service

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.

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:

When you open an ISA with a single payment you are aware that you will be transacting through NFU Mutual's direct service, have read Our Terms of Business and are happy to proceed on this basis:

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 622 323.

About you

Title:

Gender:

Nationality:

British
Non-British

Marital status:

Employment status:

Date of birth:

Are you a resident in the UK for tax purposes?

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

Contact details

Telephone number:

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 your single payment will be paid from.

All future payments will only be accepted from this bank account.

If you are opening a Select ISA or a Shrewd Savings Plan ISA withdrawals can also only be made into this bank account.

If you would like to make payments from or withdraw money into another bank account in future please contact us after you have opened your ISA.

If you are opening a Select Junior ISA, withdrawals cannot be made until the child is 18 years old when we will contact them to confirm the bank account they would like withdrawals to be made to.

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 2024 and every following tax year until further notice.

I declare that to the best of my knowledge and belief:

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 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 are true and complete.

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

I accept NFU Mutual's Privacy Policy.

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2024 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 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 are true and complete.

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

I agree to the ISA terms and conditions.

I accept NFU Mutual's Privacy Policy.

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 Junior ISA for the tax year starting 6 April 2024 and every following tax year until further notice.

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 of any change in my circumstances affecting any of the information given.

I accept NFU Mutual's Privacy Policy.

Please confirm that you have read and agree to the above declaration:

I confirm

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.

Are you happy for us to send you this information?

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.