The Friends and Family Junior ISA

Application

If the ISA is for a child aged 16 or 17 then they must apply in their own right. If the child is under 16 the application must be completed by a person with parental authority. Please choose the appropriate option below

Please make sure you read and retain the 'Key Information Document and Terms and Conditions' booklet before applying for the Friends & Family Junior ISA as this contains the basis of the agreement between you and us. If you are having trouble accessing a copy of this document, or would like help completing your application, please contact us on 01924 240164. Kingston Unity do not provide advice. If you have any doubts about the suitability of our Friends & Family Junior ISA you should seek independent financial advice.

Applicant and Child's details

I am...

Required

If you wish to transfer an existing Junior ISA to us, please use this form & send it to
Freepost RSJC-BBGE-KSAX
9 Navigation Court,
Calder Park,
Wakefield,
WF2 7BJ

If you wish to transfer an existing Child Trust Fund to us, please use this form & send it to
Freepost RSJC-BBGE-KSAX
9 Navigation Court,
Calder Park,
Wakefield,
WF2 7BJ

 Applicant's Details

Required

Required

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No result

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Invalid date (must be older than 16)

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Invalid date (must be between 16 and 18)

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Please enter valid NI number in the format XXDDDDDDX, where X is an alphabet and D is digit.

 Child's Details

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Required

Required

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No result

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Required

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Invalid date (must be younger than 16)

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Please enter valid NI number in the format XXDDDDDDX, where X is an alphabet and D is digit.

Please complete the required fields of the Applicant's Details section.

 

 Investment Details

For new applications we will need to take a payment to open the account. You can do this with a lump sum payment, by setting up a monthly Direct Debit or both. All payments are a gift to the child and can not be returned to the payer and are subject to the maximum limit set by the Government which can be found on our website ffjisa.co.uk.

I would like to pay by

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Incorrect card type

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Must be 3 or 4 numbers Only

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If you wish to make a bank transfer please make the transfer to:

Account Number: 45941084

Sort Code: 60-60-05

Please include the Application ID: {{application.applicationID}}

Please post Cheques to;

9 Navigation Court,
Calder Park,
Wakefield,
WF2 7BJ

Please include the application ID: {{application.applicationID}}

I want to pay...

£

Required

This Exceeds the Annual Junior ISA Limit

Must be at least £10

This message will be visible to the child with your first payment. If paying by direct debit, this message will be left along with each payment

Please complete the required fields of the Investment Details section.

 

 How your information will be used

We will use your personal information, and the personal information about the child for whom you are applying, that you provide us with to administer their account, including collecting payments, managing claims and withdrawals and providing regular statements. If you register an interest in an event, promotion or product for yourself we will use the personal information you give us to get in touch with you about it according to your indicated communication preferences. We may share the personal information you give us with our service providers to conduct our business efficiently and effectively. Information about your rights (and those of the child) in relation to our processing of your personal data are set out in our 'Privacy Notice'. You can also find out more information about how, what, when and why we process such personal information in this notice. We take your privacy very seriously and we think you should too so please take a moment to read this notice in full.

Please tick the box before submitting your application

 Demands and Needs

The following questions will help you to understand whether our Friends & Family Junior ISA meets your needs and will enable you to make an informed decision about the suitability of this product.

Please answer the following questions before submitting your application:

Required

Required

If you answer no to questions 1, 2 or 4, this product may not meet your needs. We are not able to provide you with financial advice. So, if you are in any doubt whether this Junior ISA meets your savings needs, you can seek advice from a Financial Adviser. You may be charged for this advice.

 Keeping you informed

Kingston Unity would like to keep you informed of other products and services we offer which we feel may be of interest to you. We will never sell or licence your personal information to a third party. You can easily "opt out" of receiving such information at any time by contacting us.

Would you like to receive a member newsletter? We currently send a member newsletter by email twice a year. It includes Society news, financial and lifestyle articles and information about community events. If you would like to receive this tick the appropriate boxes below:


Would you like to receive information and offers about our products & services? If you would like to hear about latest offers and information about our products and services please tick the appropriate boxes:

 Declaration

By submitting this application you are declaring that:

  • I am 16 years of age or over.
  • I am the child or I have parental responsibility for the child.
  • I will be the Registered Contact for the Friends & Family 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.
  • The child will be the beneficial owner of the investments held in the Junior ISA.
  • The child does not hold a Child Trust Fund and has not subscribed and will not subscribe to another stocks & shares JISA. I am not aware of any other stocks & shares JISA held by the child.
  • I am not aware of other JISA subscriptions that will result in this child exceeding the annual limit and I will not knowingly make subscriptions to JISAs for this child that will result in the subscription limit being exceeded.

I authorise Kingston Unity Friendly Society Limited:

  • To hold the child's contributions, JISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash, and
  • To make on the child's behalf any claims to relief from tax in respect of JISA investments.

You must agree to the declaration and the terms and conditions



 Application ID: {{application.applicationID}}

Before you submit your application please check it and amend any details as necessary