Sharedeal Active Junior ISA Application

Identification details (child)

Title *
First name(s) *
Surname *
Date of birth *
Town / City of birth *
Nationality *
Country of birth *
Country of residence *
Country of taxation *
NI number *
If your child does not have an NI Number, please click: Not Applicable
Address *
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Previous address

Current address

Flat number
House number *
Street name *
Town / City *
County *
Postcode *

Contact details (applicant)

Home telephone *
Work telephone
Mobile telephone
Email address *

Applicant's details (registered contact)

Title *
First name(s) *
Surname *
Town / City of birth *
Nationality *
Country of birth *
Country of residence *
Country of taxation *
NI number *
Address Line 1 *
Address Line 2
Address Line 3
Town / City *
County *
Postcode *

Subscription details

I wish to apply for a Stocks and Shares ISA for tax year 2017/18 and each subsequent year until further notice.

The subscription allowance for the 2017/18 tax year is £4,128.

I declare that:

  • I am 16 years of age or over
  • I am the child or I have parental responsibility for that child
  • I / the child does not have a Child Trust Fund Account
  • I will be the registered contact for the JISA
  • The child is resident in the UK, or is a UK Crown servant, a dependant of a UK Crown servant or is married to / in a civil partnership with a UK Crown servant
  • I have not subscribed and will not subscribe to another JISA of this type for this child
  • I am not aware that this child has another JISA of this type
  • I am not aware of other JISA subscriptions that will result in this child exceeding the annual limit
  • I will not knowingly make subscriptions to JISAs for this child that will result in the subscription limit being exceeded
  • I understand that the subscription to the JISA is a gift
  • I understand that the child will be the beneficial owner of the investment held in the JISA
  • I understand that this application is to open a stocks and shares ISA

I authorise Jarvis Investment Management Ltd:

  • to hold the child's subscriptions, JISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash
  • to make on the child's behalf any claims to relief from tax in respect of JISA investments

I confirm that the information is true and complete. I have read, understood and acknowledge the risk warning issued by the Account Manager. I agree to be bound by the Terms and Conditions. For the purpose of our Terms and Conditions JISAs are classed as ISAs.

Terms and conditions

Please print out or download the terms and conditions to your computer for your records.

As part of the EC Money Laundering Directive we are required to verify your identity. By submitting your application you agree that we may undertake a search with Experian for the purposes of verifying your identity. To do so Experian may check the details you supply against any particulars on any database (public or otherwise) to which they have access. They may also use your details in the future to assist other companies for verification purposes. A record of the search will be retained.