Investment Bond

Before you apply...

We take your privacy seriously and we will use the information you supply when applying online and information we obtain from other sources to verify your identity and to administer this policy. View our privacy policy for more information.

To carry on with the application you will need:

  • Your national insurance number
  • You won't need any bank account information at this stage - this will be requested when we post out your application for signing
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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.

Policy contributions

The bond is available to all ages, though for children under 11 a parent/guardian will be required to complete the proposal form.
Please let us know if this is a joint policy
You can open this plan with another person

Policyholder details

Please let us know the policyholder's title
Please let us know the policyholder's full name
Please enter your date of birth
Did you know we have a Children's Investment Bond. Please click this link to complete the application form

Second policyholder details

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

See how much you could save

Years
Years
Please select a term between 5 and 25 years
  • Please choose an amount between £1,000 and £150,000
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:

1.5%

 

4.5%

 

7.5%

 

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

Is this product right for me?

Financial services regulation requires us to assess whether this product you are considering, on a non-advised basis, is appropriate for you and meets your financial demands and needs.

Demands and Needs

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Appropriateness

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Policyholder information

Please enter your details (the proposer)

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
Or enter address manually
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

Or enter address manually
Please let us know your address
Please let us know your city
Please let us know your county
Please enter a valid postcode

Policy options

Splitting your policy

We would be pleased to split your overall investment into up to three separate policies, which means you would not need to surrender the whole amount if you need to withdraw funds in the future.

Please note the total amount of premiums must come to the same amount as your quote and the minimum investment amount per policy is £1,000.00.

The amount you have entered does not qualify for splitting, the minimum amount required is £2,000.00, this policy cannot be split.
Please let us know if you would like to split your policy
£
£
£
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Policy contributions
Is this product right for me?
Policyholder details
Policy options
Summary
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Let's keep in touch

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