60 Day Notice Business Savings Account Issue 4-Application Form

Size: px
Start display at page:

Download "60 Day Notice Business Savings Account Issue 4-Application Form"

Transcription

1 60 Day Notice Business Savings Account Issue 4-Application Form Please complete this form in BLOCK CAPITALS and in ink. Account Number (For bank use only) I/We would like to invest into a 60 Day Notice Business Savings Account Minimum 10,000 and maximum 3m. This initial deposit must be made by cheque drawn from your nominated bank account in your organisation name. All cheques should be made payable to your organisation account name (e.g. ABC Ltd). We can only accept applications from UK resident organisations with UK resident individuals (e.g applicants/signatories). Type of Business Sole Trader Partnership Ltd Company LLP Charity Society/Club/ Association Other (e.g. Trust) Section A - to be completed by all applicants Name of organisation (Limited Company or trading name if Sole Trader or Partnership, or name of Charity, Society, Club, Association or Parish Council, Trust etc). Correspondence address Please note, communicatons will be addressed to the organisation and first named signatory Telephone/ mobile number address Section B - to be completed by Limited Companies, Registered Charities, Housing Associations and Limited Liability Partnerships Company/Charity/Homes and Communities Agency Number (delete as applicable) Registered office address (if different from the correspondence address in Section A)

2 Section C to be completed by all applicants signatories Please complete details of signatories to the account (for Trusts this will be Trustees). 1st authorised signatory 2nd authorised signatory of birth of birth

3 Section C continued 3rd authorised signatory 4th authorised signatory of birth of birth

4 Section D to be completed by all applicants Are there any individuals that have 25% or more of the shares (including bearer shares); voting rights; or control; or benefit from 25% or more the property of the organisation, that have NOT already been listed as a signatory in Section C? If yes, please complete details of these individuals below. Please note that for clubs, associations and societies a total of at least 3 officials/trustees must be provided - either in Section C as a signatory, or below. For Trusts, all beneficiaries with a share of 25% or more must be provided, either in Section C as a signatory or below - please print and complete an additional copy of this page if you have more than 2 beneficiaries. Yes No Position (e.g. Chairperson/Secretary/Beneficiary) Position (e.g. Chairperson/Secretary/Beneficiary) of birth of birth Section E to be completed by all applicants Interest will be credited to your Cambridge & Counties Bank Savings account. If you would like interest paid away to your nominated current account, please include a note to this effect with your application. Annually Monthly To comply with HMRC rules: Interest will be paid net (with tax deducted) to Partnerships and Sole Traders. Interest will be paid gross (without tax deducted) to Limited Companies. For all other organisation types, we will pay interest net (with tax deducted) unless you confirm that you are eligible for interest to be paid gross by ticking one of the following boxes: A company within the meaning of Section 992 Income Tax Act 2007 this includes companies, other corporate bodies, clubs and unincorporated associations but not partnerships or sole traders A charity (which has been granted exemption under Section 532 Income Tax Act 2007) Another organisation/trust eligible for Gross interest

5 Section F to be completed by all applicants Nominated Bank or Building Society (Main Current Account) All withdrawals made from this notice account will only be transferred back to your nominated current account. This can be with any UK bank or building society. Bank/Building Society Name Account Name* Account Number Sort Code *Organisation name in Sections A and F must be the same otherwise we will be unable to open the account. Section G to be read and completed by all applicants We will use your personal information to open and administer your account, prevent fraud and money laundering and to provide you with details about our products and services. We may also use your personal information in accordance with the terms and conditions applicable to this account. We will undertake a search with an electronic verification agency to verify the identity and address of the account signatories, beneficial owners and organisation. To do so the electronic verification agency 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. In certain circumstances, we will need further proof of identity in order to open your account. We will retain a record of the search and any identity documents provided. By applying for an account, you are providing your consent for the use of your personal data for these purposes. You have the right of access to your personal data held by the Bank on payment of a fee if you apply to us in writing. Occasionally we would like to bring to your attention details of products and services available from us, or from other carefully selected suppliers, which may be of interest to you. If there is a contact method you do not want us to use for this purpose, please tick the relevant box: Post Telephone address Section H The Financial Services Compensation Scheme (FSCS) - All applicants We are covered by the Financial Services Compensation Scheme (FSCS). The FSCS can pay compensation to depositors if a bank is unable to meet its financial obligations. For the current level of cover and further details visit our site at It is a regulatory requirement that all banks have to maintain records to help determine the eligibility of their customers. Most depositors, including individuals and businesses, are covered by the scheme. Those that are not eligible are credit institutions, financial institutions, investment firms, insurance and reinsurance undertakings, collective investment schemes, pension schemes, retirement funds or public authorities (except small local authorities). If you are unsure as to whether you are eligible or not, please contact FSCS on or visit Please tick here if the organisation named in the application is NOT eligible for FSCS

6 Section I to be read and completed by all applicants I/We declare that: 1 I/We understand that any one of the authorised signatures can sign to give notice to withdraw; 2 I/We understand that all withdrawals will be paid back to the nominated current account; 3 I/We accept the terms and conditions applicable to this account; 4 I/We agree that Cambridge & Counties Bank may use my/our information as stated in Section G on this application form; 5 This application form has been completed to the best of my/our knowledge and belief; 6 The account I am/we are opening and the money I am/we are investing or will invest is on behalf of the organisation named in Section A. I/We hereby certify that the organisation has the power to open the account applied for and that if required I/ we will produce evidence of the appropriate authority to confirm that the deposit may be made; 7 I/We authorise you to act on the instructions of the authorised signatories and I/we agree to provide you with a list of authorised signatures for each authorised signatory. I/We also agree and acknowledge that I/we will not hold the Bank responsible if the organisation suffers a loss as a result of you acting on the authority and instructions of the authorised signatories. I/We will tell you immediately in writing if the authorised signatories are to be changed; 8 I/We agree that we will notify the Bank should the organisation s tax status or beneficial owners change; 9 I/We confirm that the organisation named in Section A is a UK resident entity and that I/We will notify the Bank immediately if the entity or any named individual cease to be UK resident and; 10 I/We declare that any declaration made regarding the payment of interest in Section E is true and accurate. PLEASE SIGN HERE - (See notes below for signatures required) I/We understand that no withdrawals can be made without giving 60 days notice (please tick) 1st authorised official 2nd authorised official Name Position Name Position Notes This section should be signed as follows: Sole Traders by the business owner Partnerships and LLPs two partners Companies two Directors or a Director and Company Secretary (unless the company is set up with one director only) Registered Charities two Trustees Housing Associations two Trustees Societies, Clubs and unincorporated Associations two of Chairperson, Secretary and Treasurer Parish Councils two individuals authorised by the council Trusts - two Trustees Before sending this form to us, please check that you have completed all the details and signed it. If you have any queries regarding this application form then please call our team on This application form must be accompanied by a cheque drawn on your nominated current account for your opening deposit. Alternatively if you cannot send a cheque, you must send an original bank statement for the nominated current account detailed in section F. This statement must be dated within the last 3 months. Unfortunately we cannot open your account without either a cheque or a bank statement. For Trusts - please include an original or certified copy of the Trust Deed along with identification documents for any beneficiaries aged under 18. CCB /08/15 Cambridge & Counties Bank Limited Charnwood Court New Walk Leicester LE1 6TE Tel: Fax: savings@ccbank.co.uk Registered Office: 42 Castle Street, Cambridge, CB3 0AJ United Kingdom Company Registration No: Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Financial Services Register No:

95 Day Notice Business Savings Account Issue 4-Application Form

95 Day Notice Business Savings Account Issue 4-Application Form 95 Day Notice Business Savings Account Issue 4-Application Form Please complete this form in BLOCK CAPITALS and in ink. Account Number (For bank use only) I/We would like to invest into a 95 Day Notice

More information

Welcome Pack. Fixed Rate Business Bond

Welcome Pack. Fixed Rate Business Bond Welcome Pack Fixed Rate Business Bond Creating better futures Cambridge & Counties Bank is a unique partnership between two established and respected institutions Trinity Hall, Cambridge and Cambridgeshire

More information

Welcome Pack. Fixed Rate Business Bond

Welcome Pack. Fixed Rate Business Bond Welcome Pack Fixed Rate Business Bond Creating better futures Cambridge & Counties Bank is a unique partnership between two established and respected institutions Trinity Hall, Cambridge and Cambridgeshire

More information

Elite Retirement Account

Elite Retirement Account Elite Retirement Account Application Form and Mandate for a Self Invested Personal Pension Plan Member Bank Account Self Invested Personal Pension Scheme Account Opening Request To: The Manager, Partnerships

More information

Business Account(s) Opening Form for businesses introduced by an accountant

Business Account(s) Opening Form for businesses introduced by an accountant Business Account(s) Opening Form for businesses introduced by an accountant Please use black or blue ink and write clearly in the spaces provided in BLOCK CAPITAL letters. Mark relevant boxes with a clear

More information

E-ISA. Power of Attorney application form. Personal details. Donor. 1st Attorney Title: Mr, Mrs, Ms, Miss Other (please specify) Surname.

E-ISA. Power of Attorney application form. Personal details. Donor. 1st Attorney Title: Mr, Mrs, Ms, Miss Other (please specify) Surname. E-ISA Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power of Attorney

More information

Savings Account Application Form

Savings Account Application Form Your Information i) We may send your details to credit reference agencies and/or fraud prevention agencies who will supply us with information for the purpose of verifying your identity, including information

More information

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney

Online Accounts. Power of Attorney application form. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

POWER OF ATTORNEY SAVINGS ACCOUNT APPLICATION FORM PAGE 1 OF 4

POWER OF ATTORNEY SAVINGS ACCOUNT APPLICATION FORM PAGE 1 OF 4 PAGE 1 OF 4 SECTION 1 - DONOR (PLEASE NOTE, WE WILL OPEN THE ACCOUNT IN THE NAME OF THE DONOR) Are you a permanent UK resident? (Excludes Channel Islands, Isle of Man and other crown dependencies) Please

More information

Zurich International Portfolio Bond. Application form for corporate organisations

Zurich International Portfolio Bond. Application form for corporate organisations Zurich International Portfolio Bond Application form for corporate organisations Application checklist Both you and your adviser must complete this application form in the appropriate place and sign the

More information

Business Optimiser Application

Business Optimiser Application 2 Business Optimiser Application PART A To open an ING DIRECT Business Optimiser please: use CAPITAL letters mark boxes with an where applicable use black pen. Please read the Business Optimiser Terms

More information

DIRECT TRANSFER ACCOUNT 2

DIRECT TRANSFER ACCOUNT 2 DIRECT TRANSFER ACCOUNT 2 Provided by Scottish Widows Bank APPLICATION FORM Account Number (For office use only) Please complete this form in BLOCK CAPITALS and in ink. APPLICATION CHECKLIST In order for

More information

I/We enclose... to open... Account

I/We enclose... to open... Account Please use black ink if the account is for more than two applicants please use an additional form. Under Society Rules, the first named account holder will be entitled to receive tices of General Meetings

More information

INSTANT SAVER 2 ACCOUNT

INSTANT SAVER 2 ACCOUNT INSTANT SAVER 2 ACCOUNT Provided by Scottish Widows Bank APPLICATION FORM This form is only for the use of personal customers. Account Number (For office use only) Please complete this form in BLOCK CAPITALS

More information

Cash ISA Application Form

Cash ISA Application Form Your Information i) We may send your details to credit reference agencies and/or fraud prevention agencies who will supply us with information for the purpose of verifying your identity, including information

More information

Please use BLOCK CAPITALS only and blue or black ink, ticking boxes where appropriate.

Please use BLOCK CAPITALS only and blue or black ink, ticking boxes where appropriate. TD Direct Investing SIPP benefit form - annuity purchase discharge form SIPP benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity

More information

SIPP benefit form annuity

SIPP benefit form annuity SIPP ISA Dealing Junior ISA SIPP benefit form annuity This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Youinvest to pay you a tax free lump sum. Please

More information

The Charity Bank Savings Account

The Charity Bank Savings Account The Charity Bank Savings Account Application form for individuals Please complete in block capitals and return this form to: Charity Bank, Fosse House, 182 High Street, Tonbridge, Kent TN9 1BE FOR OFFICE

More information

Current Account Opening Form for Individuals

Current Account Opening Form for Individuals Current Account Opening Form for Individuals 1 UK LTD. United Kingdom Guidance note for completing Current Account Opening Form for Individuals 1. Please read the terms and conditions very carefully before

More information

Bank or building society account details form

Bank or building society account details form Bank or building society account details form This form asks for details of the bank or building society account into which you want us to pay your grant. Please complete the form and return it to us.

More information

The Charity Bank Savings Account

The Charity Bank Savings Account The Charity Bank Savings Account Application form for corporates Please complete in block capitals and return this form to: Charity Bank, Fosse House, 182 High Street, Tonbridge, Kent TN9 1BE FoR office

More information

Mandate for Society/Club/Association

Mandate for Society/Club/Association Society/Club/Association Mandate for Society/Club/Association Guidelines for completing this mandate Please read these notes carefully before completing this mandate and ensure all pages of the mandate

More information

SIPP benefit form annuity purchase discharge form

SIPP benefit form annuity purchase discharge form Stockbrokers SIPP benefit form annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay you a tax

More information

Online Accounts. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney. Title: Mr, Mrs, Ms, Miss Other (please specify) Surname

Online Accounts. Personal details. Donor. 1st Attorney. 3rd Attorney. 2nd Attorney. Title: Mr, Mrs, Ms, Miss Other (please specify) Surname Online Accounts Power of Attorney application form Please read these notes before you fill in this form The account will be operated strictly in accordance with the instructions confirmed within the Power

More information

Business Banking/Savings application form

Business Banking/Savings application form Page 1 of 12 Business Banking/Savings application form For use by Sole Traders, Partnerships, LLPs, Limited Companies, Charities, Clubs, Societies and Unincorporated Associations with an annual turnover

More information

Other. Other (e.g. 1 month) 12 month

Other. Other (e.g. 1 month) 12 month Deposit account application form Trusts Please complete this form in BLOCK CAPITALS and then return to Close Brothers Limited, 10 Crown Place, London EC2A 4FT. All fields are mandatory, unless otherwise

More information

Sterling Investment Bond additional payment form. To be used for Standard, High allocation and No exit penalty options from 31 December 2012

Sterling Investment Bond additional payment form. To be used for Standard, High allocation and No exit penalty options from 31 December 2012 Sterling Investment Bond additional payment form To be used for Standard, High allocation and No exit penalty options from 31 December 2012 1 Your application Please make sure you complete all relevant

More information

Stocks & Shares to Cash ISA Transfer Application

Stocks & Shares to Cash ISA Transfer Application Stocks & Shares to Cash ISA Transfer Application for United trust Bank Title: Forenames: Surnames: Date of birth: Where did you hear about United trust Bank? Please choose one option from the list below:

More information

Telephone number (including area code) Postcode. Position. Signature

Telephone number (including area code) Postcode. Position. Signature Change of details Please fill in the form using BLOCK CAPITALS and black ink. Tick any boxes which apply. Santander is able to provide literature in alternative formats. The formats available are: large

More information

3 YEAR FIXED TERM DEPOSIT ACCOUNT

3 YEAR FIXED TERM DEPOSIT ACCOUNT 3 YEAR FIXED TERM DEPOSIT ACCOUNT Provided by Scottish Widows Bank APPLICATION FORM (For office use only) Issue Interest Rate Account Number APPLICATION CHECKLIST In order for us to open your account,

More information

Expert Managed Solution ISA Transfer Form

Expert Managed Solution ISA Transfer Form Expert Managed Solution ISA Transfer Form How we will use your information Before continuing with this application, please read the information below which explains how we and others will use your personal

More information

Savings account amendment request

Savings account amendment request Savings account amendment request Please use BLOCK CAPITALS and BLACK ink throughout Mark selection boxes clearly with an X if you make a mistake, place a line through the box and then mark the correct

More information

Benefi t Form annuity purchase discharge. Bank of Scotland Share Dealing Self Invested Personal Pension

Benefi t Form annuity purchase discharge. Bank of Scotland Share Dealing Self Invested Personal Pension Benefi t Form annuity purchase discharge Bank of Scotland Share Dealing Self Invested Personal Pension Benefi t Form This benefit form must be completed if you wish to purchase a lifetime annuity and would

More information

Important information about your savings account

Important information about your savings account Important information about your savings account Important information about your savings account 1 Thank you for opening a Kent Reliance savings account. This leaflet contains information to help you

More information

OEIC Application Form

OEIC Application Form OEIC Application Form Please read the relevant Key Investor Information Document (KIID) and Supplementary Information Document before completing this application form. The Architas Open-Ended Investment

More information

Halifax Share Dealing SIPP

Halifax Share Dealing SIPP Halifax Share Dealing SIPP Benefit form - annuity purchase discharge form This benefit form must be completed if you wish to purchase a lifetime annuity and would like AJ Bell Management Limited to pay

More information

Public Limited Company, Limited Company or Limited Liability Partnership

Public Limited Company, Limited Company or Limited Liability Partnership Public Limited Company, Limited Company or Limited Liability Partnership Mandate for transacting with Bank of Ireland Global Markets in the United Kingdom (UK) Global Markets Your Business Details Business/Trading

More information

General Conditions for Bank of Cyprus UK CharityBonds (April 2013)

General Conditions for Bank of Cyprus UK CharityBonds (April 2013) General Conditions for Bank of Cyprus UK CharityBonds (April 2013) Bank of Cyprus UK Limited ( we/our/us ), trading as Bank of Cyprus UK, incorporated in England and Wales as company number 04728421, a

More information

ACCOUNT OPENING FORM. CUSTOMER INFORMATION (Please fill in where applicable) Customer Name Registration N BRN: Registration Date

ACCOUNT OPENING FORM. CUSTOMER INFORMATION (Please fill in where applicable) Customer Name Registration N BRN: Registration Date ACCOUNT OPENING FORM Domestic Company Global Business / International Company / Investment Fund Parastatal Body Club / Association Societe / Partnership FOR OFFICE USE ONLY CIF NO. ACCOUNT NUMBER/S CUSTOMER

More information

Account Opening Application Form. Current/Deposit

Account Opening Application Form. Current/Deposit Account Opening Application Form Account Opening Application Form Current/Deposit Guidance te Please read this guidance note before completing the form so we can process your application as quickly as

More information

CanRetire. Application new plan(s) (for single contributions and transfers only) Pension Investment Plan. Flexible Drawdown Plan

CanRetire. Application new plan(s) (for single contributions and transfers only) Pension Investment Plan. Flexible Drawdown Plan CanRetire Application new plan(s) (for single contributions and transfers only) Please enter the Personal Example reference number for your chosen product choice(s) FTIP Pension Investment Plan Flexible

More information

pension income plus pension income plus annuity Annuity

pension income plus pension income plus annuity Annuity No ID or age evidence required pension income plus pension income plus annuity Annuity Application Form For Financial Adviser completion only Adviser Financial Services Register number Adviser email address

More information

SIPP benefit form drawdown and lump sum payments

SIPP benefit form drawdown and lump sum payments Stockbrokers SIPP benefit form drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a lump sum or income drawdown. If you want to take an annuity

More information

SIPP benefit form drawdown and lump sum payments

SIPP benefit form drawdown and lump sum payments TD Direct Investing SIPP benefit form drawdown and lump sum payments SIPP benefit form drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a

More information

Corporate Savings deposit account application form

Corporate Savings deposit account application form Corporate Savings deposit account application form Local authority/council/university/school. Please complete this form in BLOCK CAPITALS and then return to Aldermore Corporate Savings, 50 St Mary Axe,

More information

Account Application Form for 30 Day Notice Deposit Accounts with Investec Bank plc

Account Application Form for 30 Day Notice Deposit Accounts with Investec Bank plc Account Application Form for 30 Day Notice Deposit Accounts with Investec Bank plc (For Modular ISA, Modular GIA, Wrap ISA and Wrap Investment Portfolio only) JHAY0701g Please complete this form and return

More information

APPLICATION FOR COMPENSATION GENERAL INSURANCE

APPLICATION FOR COMPENSATION GENERAL INSURANCE Barcode APPLICATION FOR COMPENSATION GENERAL INSURANCE Liquidator s ROP Claim reference number: ROPLEM (please quote when contacting us): Name of the firm you are claiming against: Lemma Europe Insurance

More information

Group Personal Pension

Group Personal Pension Application Form (For employed or self-employed individuals) Who this form is for When we refer to Standard Life we mean Standard Life Assurance Limited This form is for employees, or self-employed individuals

More information

Just Retirement Fixed Term Annuity Application Form

Just Retirement Fixed Term Annuity Application Form Just Retirement Fixed Term Annuity Application Form You should make sure you ve read the Key Features Document and the Conditions of the Just Retirement Fixed Term Annuity before you apply. About this

More information

Bentham Asset Management Application Form. Customer identification. Contact details. Checklist. Use this application form if you wish to invest in:

Bentham Asset Management Application Form. Customer identification. Contact details. Checklist. Use this application form if you wish to invest in: Bentham Asset Management Application Form Use this application form if you wish to invest in: Bentham Wholesale Global Income Fund Bentham Wholesale Syndicated Loan Fund Bentham Wholesale High Yield Fund

More information

Public Limited Company, Limited Company or Limited Liability Partnership

Public Limited Company, Limited Company or Limited Liability Partnership Public Limited Company, Limited Company or Limited Liability Partnership Mandate for transacting with Bank of Ireland Global Markets in the United Kingdom (UK) Global Markets Your Business Details Business/Trading

More information

Investment Dealing Account. Corporate Application form for advised clients only

Investment Dealing Account. Corporate Application form for advised clients only Investment Dealing Account Corporate Application form for advised clients only How to complete this form Your adviser can also apply on your behalf for an Investment Dealing Account online at www.alliancetrustsavings.co.uk/adviser

More information

Multi-Platform Open Annuity

Multi-Platform Open Annuity Multi-Platform Open Annuity Application Form Powered by the London & Colonial... Upgradable, Capable, Flexible www.londoncolonial.com Multi-Platform Open Annuity Form To London & Colonial Assurance PLC:

More information

Supplementary Group Life Policy Application Form

Supplementary Group Life Policy Application Form Supplementary Group Life Policy Application Form Please ensure that you complete all items in each section. Please answer all questions in BLOCK CAPITALS, ticking boxes or circle were appropriate. If you

More information

Amendments to your Savings Account

Amendments to your Savings Account Page 1 of 6 Isle of Man Savings Amendments to your Savings Account Please fill in the form using BLOCK CAPITALS and black ink. Tick any boxes which apply. Santander is able to provide literature in alternative

More information

Post Code: Post Code:

Post Code: Post Code: 2 Business/Trading Name: Business/Trading Address: Post Code: Fax No: Main Contact email Address: Mobile No: Co. Registration No: Date of Incorporation: How long has your business been established? Years

More information

Group Life Assurance. Change of Policyholder Introduction. Trust and policy details

Group Life Assurance. Change of Policyholder Introduction. Trust and policy details Change of Policyholder Introduction This form allows you to change the policyholder(s)/trustee(s) for a Group Life Assurance Policy for death in service benefits where the scheme only provides death in

More information

Benefi t Form Income Drawdown and Lump Sum Payments. IWeb Share Dealing Self Invested Personal Pension

Benefi t Form Income Drawdown and Lump Sum Payments. IWeb Share Dealing Self Invested Personal Pension Benefi t Form Income Drawdown and Lump Sum Payments IWeb Share Dealing Self Invested Personal Pension Benefi t Form Important tes Please complete this form if you want to access your pension and take benefits

More information

Premium Instalment Plan

Premium Instalment Plan Allianz Insurance plc Premium Instalment Plan Application Premium Instalment Plan How does the plan work? The Premium Instalment Plan is a credit agreement. Your premium will be divided into 12, 6 or 4

More information

FundZone Data Capture Form

FundZone Data Capture Form with Declaration Notice Online new business 1215 Who this form is for This form is for financial advisers to gather details to submit online new business on FundZone Filling in this form Gather all the

More information

Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page.

Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V23 24 Nov. 14 Stock Transfer form Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. If you make any mistakes whilst completing this form, please

More information

Compulsory Purchase Annuity

Compulsory Purchase Annuity Application form Who this form is for 0615 This form is for people who want to purchase a pension from Standard Life Filling in this form Before completing this form read the Key Features Document (CPA17)

More information

Business Banking and Lending application form

Business Banking and Lending application form Page 1 of 12 Business Banking and Lending application form For Start Up Loans Company applicants Completing this form This application form should be completed by Start Up Loans Company entrepreneurs that

More information

Client Agreement Mortgages, Equity Release and Protection Planning

Client Agreement Mortgages, Equity Release and Protection Planning Client Agreement Mortgages, Equity Release and Protection Planning 1. INTRODUCTION This agreement sets out the terms under which our services are to be provided, including details of the specific services

More information

Baroda MAX - Online Fixed Rate Bond

Baroda MAX - Online Fixed Rate Bond Baroda MAX - Online Fixed Rate Bond Frequently Asked Questions (FAQ) 1. Is Bank of Baroda regulated by the Regulatory Authority in UK? Yes, Bank of Baroda is authorized and regulated by the Prudential

More information

Copy of the Life Insured s/payor s (for Payor Benefit)/ Child (For Serious Illness of a Child Benefit)) Identity Card/Birth Certificate/ Passport

Copy of the Life Insured s/payor s (for Payor Benefit)/ Child (For Serious Illness of a Child Benefit)) Identity Card/Birth Certificate/ Passport Dear Claimant We are sorry to learn of your illness/ injury. In order for us to process the claim, we require the following: 1. Critical Illness Form 2. Attending Physician s Statement 3. Copy of the Life

More information

THE SIT SIPP. Self Invested Personal Pension. Benefit Form annuity purchase discharge form

THE SIT SIPP. Self Invested Personal Pension. Benefit Form annuity purchase discharge form THE SIT SIPP Self Invested Personal Pension Benefit Form annuity purchase discharge form The SIT SIPP Benefit Form - annuity purchase discharge form This benefit form must be completed if you wish to purchase

More information

APPLICATION FORM. / / / PENSION ANNUITY. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL

APPLICATION FORM. / / / PENSION ANNUITY. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL PENSION ANNUITY APPLICATION FORM. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL We will already have sent you a quote(s), illustrating the

More information

FCU BUSINESS LOANS APPLICATION FORM

FCU BUSINESS LOANS APPLICATION FORM FCU BUSINESS LOANS APPLICATION FORM FAIRshare Credit Union is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority

More information

Current Account Application Form

Current Account Application Form It is important that you complete this application form in full to enable us to offer you Banking Services. Please ensure that all applicants sign this application. Please use black ink and BLOCK CAPITALS,

More information

SME Business Lending. Application Form Republic of Ireland. www.bankofireland.com/business

SME Business Lending. Application Form Republic of Ireland. www.bankofireland.com/business SME Business Lending Application Form Republic of Ireland www.bankofireland.com/business Bank of Ireland is regulated by the Central Bank of Ireland. CONTENTS PART 1 PART 2 PART 3 PART 4 (i) PART 4 (ii)

More information

TERM INVESTMENT ACCOUNT

TERM INVESTMENT ACCOUNT TERM INVESTMENT ACCOUNT For completion by individual(s), parishes or organisations Please complete, detach and forward the Term Investment Account form to: The Anglican Savings and Development Fund PO

More information

SPORT / VOLUNTARY WORKERS INSURANCE CLAIM FORM

SPORT / VOLUNTARY WORKERS INSURANCE CLAIM FORM SPORT / VOLUNTARY WORKERS INSURANCE CLAIM FORM The issue or acceptance of this form is not construed as an admission of liability on the part of the Company. Please print clearly. To avoid delays please

More information

Halifax Share Dealing SIPP

Halifax Share Dealing SIPP Halifax Share Dealing SIPP Benefit form - income drawdown and lump sum payments Please complete this form if you want to access your pension and take benefits as a lump sum or income drawdown. If you want

More information

Self Invested Personal Pension. Benefit Form Annuity Purchase

Self Invested Personal Pension. Benefit Form Annuity Purchase Self Invested Personal Pension Benefit Form Annuity Purchase Important notes Taking benefi ts from your pension is an important decision. We recommend that you take advice from a regulated fi nancial adviser

More information

CAF 1 YEAR FIXED TERM DEPOSIT ACCOUNT

CAF 1 YEAR FIXED TERM DEPOSIT ACCOUNT CAF 1 YEAR FIXED TERM DEPOSIT ACCOUNT Application form working in association with CAF 1 Year Fixed Term Deposit Account Application form Scottish Widows Bank is the provider of the CAF 1 Year Fixed Term

More information

From 1 June 2015 Application Forms

From 1 June 2015 Application Forms From 1 June 2015 Application Forms Allianz Investment Funds Application & Top Up, Switching and Transfer Forms Content 1 Identity Verification Certificate PLEASE COMPLETE THE APPROPRIATE FORM 2 Investment

More information

Account Opening Form. Open an Account with Chryson today Benefit from a personalised and professional service

Account Opening Form. Open an Account with Chryson today Benefit from a personalised and professional service Account Opening Form Open an Account with Chryson today Benefit from a personalised and professional service Any investment in CFDs carries a high risk of loss compared to many traditional instruments

More information

AVIVA INVESTORS INVESTMENT FUNDS APPLICATION FORM FOR INDIVIDUALS

AVIVA INVESTORS INVESTMENT FUNDS APPLICATION FORM FOR INDIVIDUALS AVIVA INVESTORS INVESTMENT FUNDS APPLICATION FORM FOR INDIVIDUALS Please use this form to invest in the Aviva Investors range of funds. This form cannot be used for the Aviva Investors Investment ISA.

More information

Investment Account. Application Form. Page 1 / 15. Escala Investment Account Application Form

Investment Account. Application Form. Page 1 / 15. Escala Investment Account Application Form Investment Account Application Form Page 1 / 15 Escala Investment Account Application Form Responsible Entity: Powerwrap Limited (Australian Financial Services Licence No. 329829 ARSN 137 053 073) Please

More information

Mortgages, Equity Release and Protection Planning

Mortgages, Equity Release and Protection Planning apr Client Agreement Mortgages, Equity Release and Protection Planning 1. INTRODUCTION This agreement sets out the terms under which our services are to be provided, including details of the specific services

More information

SIPP benefit form income drawdown and lump sum payments

SIPP benefit form income drawdown and lump sum payments SIPP ISA Dealing Junior ISA SIPP benefit form income drawdown and lump sum payments Please complete this form if you want to access your pension and take income as lump sums or income drawdown. If you

More information

Retirement Account. Application Form (Where no Flexible Account is required) No ID or age evidence required. For Financial Adviser completion only

Retirement Account. Application Form (Where no Flexible Account is required) No ID or age evidence required. For Financial Adviser completion only This form is only suitable when applying for two or more plans. If applying for one plan, please use the standalone form for that plan only. No ID or age evidence required Retirement Account Application

More information

BCP GLOBAL PORTFOLIO SOLUTIONS (GPS)

BCP GLOBAL PORTFOLIO SOLUTIONS (GPS) GROW YOUR FUNDS - PROTECT CAPITAL BCP GLOBAL PORTFOLIO SOLUTIONS (GPS) n n n Access Portfolios of Best in Class Global Funds & Indices With the additional benefit of Capital Security at maturity Ease of

More information

ACCIDENT CASH PLAN- HOSPITALISATION CLAIM FORM

ACCIDENT CASH PLAN- HOSPITALISATION CLAIM FORM ACCIDENT CASH PLAN- HOSPITALISATION CLAIM FORM Please provide as much information as possible when completing this form. If you are unable to fit your answers into the spaces below, please continue on

More information

WITHDRAWAL/CLOSURE FORM

WITHDRAWAL/CLOSURE FORM *SFCIBWC01F* WITHDRAWALCLOSURE FORM for use with the Collective Investment Bond (CIB) WITH THIS FORM YOU CAN: close an entire CIB... section 3 make a withdrawal by selling individual policies... section

More information

Business Access Saver Application and Authority to Operate

Business Access Saver Application and Authority to Operate This form can be used to open the Business Access Saver For Companies, Partnerships, Sole Traders, Associations, Co-operatives, Trusts and Government Entities. Please completed the required sections based

More information

Savings Accounts for Business

Savings Accounts for Business Savings Accounts for Business Branch Saver Notice Saver Direct Access Savings Savings Accounts for Business Branch Saver Notice Saver Direct Access In this Product Features leaflet we have set out the

More information

Please complete, detach and forward the Cheque Account form to: The Anglican Savings and Development Fund PO Box 817 NEWCASTLE NSW 2300

Please complete, detach and forward the Cheque Account form to: The Anglican Savings and Development Fund PO Box 817 NEWCASTLE NSW 2300 CHEQUE ACCOUNT For completion by Anglican parishes or organisations Please complete, detach and forward the Cheque Account form to: The Anglican Savings and Development Fund PO Box 817 NEWCASTLE NSW 2300

More information

Stock Transfer form. Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V22 10 Apr.

Stock Transfer form. Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. V22 10 Apr. V22 10 Apr. 14 Stock Transfer form Please ensure all pages of this form have been completed in BLOCK CAPITALS see checklist on the last page. If you make any mistakes whilst completing this form, please

More information

Investment Bond. Application form TNB30 1215. Who this form is for. Filling in this form

Investment Bond. Application form TNB30 1215. Who this form is for. Filling in this form Application form Who this form is for This form is for investment in the Tailored Investment Bond, Capital Investment Bond or Distribution Bond by: New customers, including trustees, who want to invest

More information

UNIT TRUST INVESTMENT APPLICATION FORM Companies, Close Corporation and other legal entities

UNIT TRUST INVESTMENT APPLICATION FORM Companies, Close Corporation and other legal entities UNIT TRUST INVESTMENT APPLICATION FORM Companies, Close Corporation and other legal entities Namibia Unit Trust Managers Limited Registration Number: 96/308 All sections must be completed in full using

More information

BUSINESS LOAN APPLICATION FORM.

BUSINESS LOAN APPLICATION FORM. BUSINESS LOAN APPLICATION FORM. For any enquiries contact us on 1300 658 108 Mon to Fri 9am-5pm (AEST/AEDT) Mail to New Accounts - Business Banking, ME Bank, Reply Paid 1345, Melbourne, Victoria 8060.

More information

Stockbroking. INDIVIDUAL/JOINT ACCOUNT application form. Please only use this form to open a trading account: in your name, or in joint names

Stockbroking. INDIVIDUAL/JOINT ACCOUNT application form. Please only use this form to open a trading account: in your name, or in joint names Stockbroking INDIVIDUAL/JOINT ACCOUNT application form Please only use this form to open a trading account: in your name, or in joint names In order to process your application we will need: your completed

More information

Business account application form for a sole trader

Business account application form for a sole trader Business account application form for a sole trader Internal use only 1. Sole trader Title Forename(s) Surname Trading name (if applicable) Date of birth (dd/mm/yyyy) Mr Mrs Miss Other Town of birth Country

More information

Mortgages, Equity Release and Protection Planning

Mortgages, Equity Release and Protection Planning Page 1 of 6 Client Agreement Mortgages, Equity Release and Protection Planning 1. INTRODUCTION This agreement sets out the terms under which our services are to be provided, including details of the specific

More information

Junior Gold, Class C Shares (ISIN Accumulation GB00B39RN474) This fund is managed by Marlborough Fund Managers Ltd

Junior Gold, Class C Shares (ISIN Accumulation GB00B39RN474) This fund is managed by Marlborough Fund Managers Ltd Key Investor Information This document provides you with key investor information about this fund. It is not marketing material. The information is required by law to help you understand the nature and

More information

Mid Cap Equities Fund APPLICATION FORM

Mid Cap Equities Fund APPLICATION FORM Mid Cap Equities Fund APPLICATION FORM Paradice Investment Management Pty Ltd ABN 64 090 148 619 AFSL Number 224158 If completing by hand, use a black or blue pen and print within the boxes in BLOCK LETTERS

More information

THE GHC FOUNDATION SIPP

THE GHC FOUNDATION SIPP THE GHC FOUNDATION SIPP APPLICATION FORM GHC Foundation SIPP is operated by Intelligent Money, authorised and regulated by the Financial Conduct Authority FCA number 219473 and registered in England and

More information