Open an ISA

You are opening a with a single payment of £

You are opening a Shrewd Savings Plan ISA with a single payment of £

You are opening a Shrewd Savings Plan ISA with a single payment of £ and regular monthly payments of £

You are opening a Shrewd Savings Plan ISA with regular monthly payments of £

At this stage, we are not requesting that you pay us. These bank account details will be used to electronically verify you and the bank account that you will make your single 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.

Name of bank / building society account holder:
Account number:
Sort code:

A Direct Debit will also be set up from this bank account for any regular monthly payments.

If you wish to change these details, please use the "previous step" button at the bottom of the page to return to step 2.

These bank account details will be used to electronically verify you and the bank account that we will take your monthly payments from.

After successful verification we will set up the Direct Debit. If we cannot do this, we will contact you for more information.

Name of bank / building society account holder:
Account number:
Sort code:

If you wish to change these details, please use the "previous step" button at the bottom of the page to return to step 2.

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]

Please confirm that you have read and agree to the Commitment to Mutuality:

I confirm

Marketing preferences

We would like to send you information about products and services offered by the NFU Mutual Group and carefully selected third parties. We 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?

Yes

No

How would you like to receive this information? You can select more than one option.

Email

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Post

Open an ISA

About opening an ISA

About this service

Your ISA options

Select ISA

Select Junior ISA

Shrewd Savings Plan ISA

Make a single payment

Set up monthly payments

Set up your direct debit

Important documents

Important documents

Important documents

Important documents

Important documents

About you

Contact details

About the child

Bank account details

Declaration

Declaration

Declaration for all Junior ISA applicants

Commitment to Mutuality

Marketing preferences

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