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Application form

Please fill in the form to complete the application process

 

Parent/Guardian details




Bank details

e.g. Mrs Anne Smith
 –   – 
  • Online (free)
  • Online and post (£37.50 plus VAT per quarter)

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Declaration

I agree that the information I have given is, to the best of my knowledge, correct and I will inform Bestinvest immediately of any changes to these details. The bank account I have nominated above is in my name and I am authorised to set up a direct debit from it. By proceeding, I understand that the service I am receiving from Bestinvest and the terms and conditions that will apply to investment(s) in this account are those set out in the following documents:

I also agree to the following statements in relation to my on-line application for a stocks and shares Junior ISA:

I apply to subscribe to a stocks and shares Junior ISA for this child for the tax year 2020/21 and each subsequent year until further notice.

I declare that:

  • I have parental responsibility for the child who will hold this Junior ISA;
  • I am 18 years of age or over;
  • I agree to be the first registered contact for this Junior ISA and will receive all correspondence;
  • Subscriptions have not and will not exceed the annual subscription limit in the same tax year to a cash Junior ISA and a stocks and shares Junior ISA for this child;
  • The personal details provided for myself are correct;
  • The personal details provided for the child who will hold this Junior ISA are correct;
  • The child who will hold this Junior ISA does not already hold a Child Trust Fund;
  • The child who will hold this Junior ISA does not already hold a cash or stocks and shares Junior ISA;
  • The child who will hold this Junior ISA is resident and ordinarily resident in the United Kingdom or, if not so resident, either is a United Kingdom Crown servant, or is married to, in a civil partnership with, or is a legal dependent of, a person who is a United Kingdom Crown servant;
  • I confirm that I have declared all my citizenships and/or tax residences to Bestinvest on this application form for the child and me.

I authorise Bestinvest (Brokers) Ltd to

  • Hold the child’s cash subscription, Junior ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash, and to
  • Make on the child’s behalf any claims to relief from tax in respect of Junior ISA investments.

I Agree to the Junior ISA terms and conditions which form part of the Online Investment Terms of business.

Where required, share information about the child’s financial account(s) with the relevant tax authorities. It is my/our responsibility to be aware of any tax requirements pertaining to the child in my/our country of permanent or tax residence and in the country in which I/we intend to open a financial account and to take any independent tax or legal advice where required.

I declare that this application form has been completed to the best of my knowledge and belief.

Bestinvest provides access to a wide range of funds, with a correspondingly broad range of investment risk related to the geographical and commercial sectors in which each fund invests.

You should be aware of the objectives of each fund you choose to invest in, and can find this information in the relevant key Features document.

Do you already have a Junior ISA with Bestinvest for this child?

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Additional details

Please enter your Driving Licence and Passport details below. We need this information to verify your identity if you are a new client of Bestinvest. If you have both documents available, please provide them here:

Additional Details

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You can either open an account with cash only or purchase in funds. Please click 'Purchase in Funds' to purchase in funds or click 'Cash Only'.


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