Junior ISA Application

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Junior ISA Application
We are delighted that you have decided to open a Healthy Investment Junior ISA. Please complete the simple steps. If you have any questions about the Healthy Investment Junior ISA or application process, or if you would like us to send you an information pack by post, please call 0161 762 5790 or email us enquiries@healthyinvestment.co.uk
Only a parent or legal guardian can apply to open a Junior ISA if the child is under 16 and the child themselves if they are 16 or 17.
Before you can proceed, please confirm that you have read and understood the following documents.
Key Information Document - Single
Download
Key Information Document - Regular
Download
Terms & Conditions
Download
Confirmation*
- I confirm that I have read and understood the Key Information Document and Terms & Conditions. If you have any queries in regard to these documents please contact us before proceeding.

Your Details
The person with parental responsibility for the child, or the child themselves if they are 16 or over. Once opened contributions can be made by anyone.
Title*
Name*
Surname*
Relationship to Child*
Email*
Phone*
Date of birth*
DD
MM
YYYY
Address 1*
Address 2
Address 3
City*
County
Postcode*

The Child or Young Persons Details
Title*
Name*
Surname*
Date of birth*
DD
MM
YYYY
Address 1*
Address 2
Address 3
City*
County
Postcode*
If a National Insurance number has been issued to the young person, you must state the number. If not leave blank

The Investment
HMRC limit the amount you can invest in a Junior ISA each tax year. From 6 April 2019 the Junior ISA limit is £4,368.
Investment amount*
- Initial single investment (minimum £10 maximum £4,368)
- Regular monthly investment (minimum £10 maximum £364)
Initial single investment
Please enter a number from 10 to 4368.
Please enter a value between £10 and £4368.
Regular monthly investment
Please enter a number from 10 to 364.
Please enter a value between £10 and £364.
Total

Please read through these documents before proceeding with your application.
The General Data Protection Regulation (GDPR) requires us to provide you with a Privacy Notice to make you aware that the information you provide will be held by Healthy Investment and will be used for setting up and administering your Junior ISA.
The Junior ISA and Healthy Investment declarations require your confirmation in order to enable your application to be processed. If you have any questions regarding these documents please call us on 0161 762 5790.
Data Protection Information
View
HMRC Junior ISA Declaration
View
Healthy Investment Declaration
View
We will never share your information with other companies or organisations for marketing purposes.
*
- I confirm that I have noted the data protection information, and my agreement to the HMRC ISA and Healthy Investment declarations.
- I agree to receiving newsletters and other emails from Healthy Investment which, under data protection rules would be classed as marketing emails. I can unsubscribe at any time.
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Your Details