Investment Junior ISA

Read information

Your application should only take 10 minutes

Please read the following documents

Before we proceed though, you'll just need to confirm you have read and understood the following documents (don't worry about printing them out as we'll send them to you when you apply).

If you need to return to a previous page during your application, please use the arrows to the right of the screen and not the back arrow in your browser (top left).

You must confirm that you have read and understood the information provided above.
You must confirm that the child is under 18 and is not eligible for a Child Trust Fund or a stocks & shares junior ISA with another provider.
A child may have a Child Trust Fund if they were born between 1 September 2002 and 2 January 2011.

Policy contributions

This plan must be opened by the child's parent or guardian, this person will be known as the registered contact.

Policyholder details

Please let us know the policyholder's title
Please let us know the policyholder's full name

Second policyholder details

Please let us know the second policyholder's title
Please let us know the second policyholder's full name

What would you like to do?

Please enter your date of birth
Please choose an amount between £100 and £150,000
  • Save monthly
  • Lump sum
  • Please choose an amount between £10 and £750
  • Please choose an amount between £100 and £9,000
Please note: You can also enter the term and amount in the boxes instead of using the slider. Quotes are for illustration purposes only and what you get back depends on how your investment grows, meaning you could get more or less than this.

You might get back the following amounts, by investment growth per annum:

2%

 

5%

 

8%

 

Please read the Key information document and Important information documents before applying for a Investment Junior ISA.

Policyholder information

The plan must be opened by the child’s parent or guardian who will become the registered contact and receive all correspondence relating to the plan.
What's this?
Please let us know if you are the policyholder
The policyholder is the person who the plan is for

Please enter your details (the registered contact)

Please let us know your title
Please let us know your full name
Please let us know your date of birth
Please let us know your email
Please let us know your phone number
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode

Please let us know if you are an existing member
Please let us know your relationship to the policyholder
Marketing preferences

Sheffield Mutual will never sell your personal data to any third parties.

We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails.

You can update your contact preferences easily at any time by phone, email, in writing or online.

Policyholder details

01/01/0001
Please let us know your email
Please let us know your phone
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode
What's this?
Please let us know your national insurance number
If the policyholder is 16 or older then you must insert their National Insurance number. This can be found on a wage slip, P45, P60 or DWP documentation.

Please let us know if you are an existing member
Please let us know where you heard about Sheffield Mutual
Please let us know your occupation
Marketing preferences

Sheffield Mutual will never sell your personal data to any third parties.

We would, however, like to keep you up to date with Society news, offers, competitions and other products and services that we offer. We use MailChimp for our marketing/service emails.

You can update your contact preferences easily at any time by phone, email, in writing or online.

ISA transfer


Please let us know if you have another qualifying policy
Please let us know the transfer account type

Account details

Please let us know your child's URN
Please let us know your account number
Click here if same as Unique Reference Number
Please let us know your sort code

Your current provider

Please let us know if you are transferring a Child Trust Fund from us
Please let us know your current provider
Please let us know your provider's address
Please let us know your provider's city
Please enter a valid postcode
Please let us know your current provider's email address
Please let us know your current provider's phone number

Transfer amount


Please let us know if you are transferring the full amount

Tax years

Please let us know if your transfer covers all tax years
Read information
Policy contributions
Policyholder details
Additional payments
Summary
Back to step 0

Let's keep in touch

Keep up to date with news, offers, competitions and other products and services that we offer via email

Please only include first and last name