Step 1 of 5 20% Adult Tax Exempt Savings Plan Application We are delighted that you have decided to apply for a Healthy Investment Adult Tax Exempt Savings Plan. Please complete the simple steps. If you have any questions about the Adult Tax Exempt Savings Plan or application process, or if you would like us to send you an information pack by post, please call 0161 762 5790 or email us email@example.comBefore you can proceed, please confirm that you have read and understood the following documents.Key Information DocumentDownloadTerms & ConditionsDownloadConfirmation* 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. Policyholder DetailsTitle*Name*Surname*Email* Phone*Date of birth* DD MM YYYY Minimum age = 16Maximum age = 49National Insurance Number (for all policyholders over 16)*Address 1*Address 2Address 3City*CountyPostcode*Click yes if the premium payer for your plan has different details to the Policyholder details you specified above.*YesNoPremium Payer DetailsTitle*Name*Surname*Email* Phone*Date of birth* DD MM YYYY Address 1*Address 2Address 3City*CountyPostcode* The InvestmentUnder 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 and a separate Standard Savings Plan application for the remaining amount. Select whether you would like to save monthly or annually.*MonthlyAnnuallyAmount monthly*Please enter a number from 10 to 25.Please enter a value between £10 and £25.Amount annually*Please enter a number from 120 to 270.Please enter a value between £120 and £270.Maturity Date*Please select which method you would like to use to tell us your savings plan's maturity date.No. of yearsEnter a dateNo. of years (between 15 and 25 years)*Please Select15161718192021222425Your savings plan must mature BEFORE your 65th birthday.Date of maturity (between 15 and 25 years)* DD MM YYYY Your savings plan must mature BEFORE your 65th birthday. Please read through these documents before proceeding with your application. 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 savings plan. The Healthy Investment declaration requires your confirmation in order to enable your savings plan application to be processed. If you have any questions regarding these documents please call us on 0161 762 5790.Data Protection Information View Healthy Investment & HMRC Declaration ViewWe will never share your information with other companies or organisations for marketing purposes.* I confirm that I have noted the data protection information, and my agreement to the HMRC and Healthy Investment declaration. 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. CAPTCHA SummaryThis is a summary of your Adult Tax Exempt Savings Plan Application. Please check your details carefully before you proceed. Once you are happy, please click the Submit button below. This iframe contains the logic required to handle Ajax powered Gravity Forms.