Make a single payment in to your ISA

About making a single payment

This web form enables you to make a single payment into either an existing My Investments Select ISA or an existing NFU Mutual Shrewd Savings Plan ISA opened on or after 1st January 2013.

If you would like to make a payment in to a My Investments Select Junior ISA please contact us either via the Financial Services Customer Services web form or by calling 0800 980 8229

When you make a single payment in to your existing ISA 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 topping up your 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 familarise 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.

Your details

Please note: Payments into a My Investments Select ISA will be applied proportionally across your current funds, which may be different to your original investment. Payments into an NFU Mutual Shrewd Savings Plan ISA will be applied to only one fund, the NFU Mutual With Profits Fund.

If you would like your payment to be applied in a way that is not proportionally to your current funds, would like to make changes to your existing fund choices or change the bank account details that we hold you can get in touch with us through the following web form or by calling 0800 980 8229.

Your account

Your payment

We are unable to accept single payments of less than £1000 via this web form.

Please enter an amount between £1000 and £20000.

We are unable to accept single payments of more than £20000 via this web form.

Please enter an amount between £1000 and £20000.

About you

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Date of birth:

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In order to make a payment in to your ISA you must be a resident in the United Kingdom for tax purposes.

Contact details

Telephone number:

Summary

You will be making a single payment of in to your My Investments Select ISA, plan number: .

Your payment will be applied proportionally across your current funds, which may be different to your original investment.

Please note: Based on an example of a single investment of £10,000, a charge for renumeration and services for £350 is included. This is funded from the product charge and is not an additional charge. If you complete your investment, you will be provided with a personalised illustration which will detail the full costs and charges related to your plan.

You will be making a single payment of in to your NFU Mutual Shrewd Savings Plan ISA, plan number: .

100% of your payment will be invested in to the NFU Mutual With-Profits Fund.

Declaration

I apply to subscribe to a stocks and shares ISA for the tax year starting 6 April 2021 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 2021 and every following tax year until further notice.

I have read the latest Key Features Document for plans taken out on or after 1st January 2013 and I have also read the appropriate Key Information Document depending upon when I opened my plan.

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 agree to the ISA terms and conditions.

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

In order to proceed we need you to confirm that you have read and agree to the declaration.

Where to transfer your payment

Payment should be made to the following account, these will be included in the confirmation email that you will receive:

Account name: NFU Mutual Select Investments
Sort code: 20-83-08
Account number: 40132209
Payment reference:

Please send the payment from a personal bank account to us within 5 days. If we do not receive your payment by this time we will assume you no longer wish to proceed - you won't need to take any further action.

Once received your payment will be processed within one working day.

Where to transfer your payment

Payment should be made to the following account, these will be included in the confirmation email that you will receive:

Account name: NFU Mutual
Sort code: 20-83-08
Account number: 80651753
Payment reference:

Once received your payment will be processed within one working day.

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

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

Make a single payment in to your ISA

1. Complete this single payment request form

2. Transfer your payment to us

3. We invest your money

About making a single payment

Your details

Your transaction

Summary