Single Premium Sustainable ISA

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
  • Your existing ISA details if applying to transfer
  • You may need your bank account information to make a payment or set up a direct debit
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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 policyholder must be 18 or over and be a UK resident or a crown servant living overseas or their spouse or civil partner.

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

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?

Years
Years
Please select a term between 5 and 25 years
Please choose an amount between £100 and £150,000
  • Please choose an amount between £100 and £20,000
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 Single Premium Sustainable ISA.

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

Policyholder details

Please let us know your email
Please let us know your phone
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 where you heard about Sheffield Mutual
Please let us know your occupation
Using your personal information

Sheffield Mutual takes your privacy seriously and we will use the personal information supplied on this form and information we obtain from other sources to verify your identity and to administer this policy. If we are unable to verify your identity from these sources, we’ll contact you asking you to provide us with adequate proof of identity.

Your personal information may be obtained from/passed to legal and regulatory bodies, auditors, your financial adviser, credit and fraud prevention agencies and third party service providers as necessary for the performance of this contract. We’ll retain your personal information for a reasonable period after your plan has ended.

For further information on how your personal data is used, how we maintain the security of your data and your rights to access/remove the data we hold, please visit our Privacy Policy or write to us.

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
The total of all transfers should be less than £150,000

Account details

Please let us know your account number
Please let us know your sort code

Your current provider

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

What's this?

Please let us know if you are transferring the full amount
You may choose a specific transfer amount or you can transfer all.
If you don't know the exact balance of the ISA and you want to transfer the whole amount, you should click "Yes".
If transferring money saved in the current tax year you must transfer the whole amount.

Tax years

What's this?
Please let us know if your transfer covers all tax years
You may specify certain tax years or transfer all tax years.
Unless you want to transfer only a specific tax year(s) you should click "Yes".
The total of all transfers should be less than £150,000

Account details

Please let us know your account number
Please let us know your sort code

Your current provider

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

What's this?

Please let us know if you are transferring the full amount
You may choose a specific transfer amount or you can transfer all.
If you don't know the exact balance of the ISA and you want to transfer the whole amount, you should click "Yes".
If transferring money saved in the current tax year you must transfer the whole amount.

Tax years

What's this?
Please let us know if your transfer covers all tax years
You may specify certain tax years or transfer all tax years.
Unless you want to transfer only a specific tax year(s) you should click "Yes".
The total of all transfers should be less than £150,000

Account details

Please let us know your account number
Please let us know your sort code

Your current provider

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

What's this?

Please let us know if you are transferring the full amount
You may choose a specific transfer amount or you can transfer all.
If you don't know the exact balance of the ISA and you want to transfer the whole amount, you should click "Yes".
If transferring money saved in the current tax year you must transfer the whole amount.

Tax years

What's this?
Please let us know if your transfer covers all tax years
You may specify certain tax years or transfer all tax years.
Unless you want to transfer only a specific tax year(s) you should click "Yes".
Please call our team on 01226 741 000 if you would like to arrange additional transfers.

Additional payments


Please let us know if you have another qualifying policy
Read information
Policy contributions
Is this product right for me?
Policyholder details
Transfer details
Additional payments
Summary
Back to step 0

Client agreement and declaration

To be completed by the proposed policyholder/s or in the event of the proposal being made on behalf of a child aged 1-11 (next birthday), to be completed by the proposer.

Declaration

I declare that all the statements made in this proposal (and any notes) are to the best of my knowledge and belief, the truth, and that I have not knowingly withheld any material information. I agree that such statements and this declaration shall be the basis of the contract between me and the Sheffield Mutual Friendly Society and that any policy issued on the basis of this proposal shall be subject to the rules of the Society, from time to time in force, to which I will abide and conform.

I further declare (applicable only to proposals for a child aged 1-11 next birthday) that the policy hereby proposed is being taken up by me on behalf of and for the full benefit of the child and I will abide and conform to the rules of the Society from time to time in force.

I further understand that I may cancel the policy by giving notice in writing and returning the policy documents within 30 days of the policy issue date and that I will be entitled to the full refund of any investment made less, (at the discretion of the Board), any charge for management.


Important

By signing this declaration you are agreeing to our Investment Bond terms and conditions, which are set out in the product brochure, product Key Information Document and policy conditions. For your own benefit and protection you should read these documents carefully before signing the proposal form. If you do not understand any point, please ask for further information before proceeding.

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