Stocks & Shares ISA application
This application will take you about 10 minutes to complete.
You will need: your bank account details and National Insurance number. Our Stocks & Shares ISA is an online product so you'll need an email address and a mobile number to set your account up. If you are transferring from another ISA, you will need your account details and balance.
If you have a OneFamily Child Trust Fund and want to use some or all of its balance to open your Stocks & Shares ISA, please login to your account to start your maturity journey.
What you need to know about our Stocks & Shares ISA
- This product invests in stocks and shares. Investments can go down as well as up in value so you could get back less than you put in. Any income your investments pay can change over time
- Tax rules for ISAs can change, and their benefits depend on your circumstances
- Our website offers information but not advice. If you're not sure which investments are right for you, please consult a financial adviser
- You must be 18 years old to open a Stocks & Shares ISA
Your ISA declaration
- I understand the terms and conditions
- I understand this product invests in stocks and shares and has the potential to both decrease and increase in value
- I will not pay into more than one stocks and shares ISA in the same tax year
- I will not pay more than the annual ISA subscription limit into all types of ISA in the same tax year
- I am resident in the UK for tax purposes
- The information that I will give in my application is correct to the best of my knowledge and belief
I authorise OneFamily to:
- Hold my ISA payments and investments to make tax relief claims on my behalf
Before you begin...
- By opening a Stocks & Shares ISA you are confirming you agree to the ISA declaration and our terms, so please make sure you've read and understood the following documents: Key Features, and Terms & Conditions
- Within this application, you'll need to choose from one of our two funds - please read the Global Equity & Global Mixed fund information before you start