Child Standard Savings Plan Application

Child Standard Savings Plan Application

We are delighted that you have chosen to apply for a Healthy Investment Regular Savings Plan.
The application process is quite straightforward.
Once you have completed the information online we will send you a policy pack in the post which will include a copy of the documents you have seen online together with a printed copy of your application form.
You will need to check and sign the documents and return them. When we have received these and your initial investment, which can be by direct debit, bank transfer or cheque, your policy is open and you will enjoy the benefits of being a member of Healthy Investment.
Please read through these documents before proceeding with your application. There is no need to print them as copies will be sent to you.
Key Information Document
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.

The Investment
Under current tax rules each individual can only invest up to £25 per month or £270 per year in friendly society Tax Exempt Savings Plans – If you wish to invest over this amount please complete this form.
Select whether you would like to save monthly or annually.*
- Monthly
- Annually
Amount monthly*
Please enter a number from 10 to 300.
Please enter a value between £10 and £300 or £275 if you're already using your £25 per month tax exempt allowance.
Amount annually*
Please enter a number from 120 to 3600.
Please enter a value between £120 and £3600 or £3325 if you're already using your £275 per annum tax exempt allowance.
Maturity Date*
- No. of years
- Enter a date
Please select which method you would like to use to tell us your savings plan's maturity date.
No. of years (between 10 and 25 years)*
Your Child Standard Savings Plan must mature on or after the child's 16th birthday.
Date of maturity (between 15 and 25 years)*

Day
Month
Year

Your Savings Plan must mature on or after the child's 16th birthday.

Your privacy is important to us.
We will never share your information with other companies or organisations for marketing purposes.
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 policy.
Data Protection Information

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- I confirm that I have noted the data protection information, and my agreement to the HMRC and Healthy Investment declaration.
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- 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.

Summary
This is a summary of your Child Standard Savings Plan Application. Please check your details carefully before you proceed. Once you are happy, please click the Submit button below.

Policyholder Details (The Child)