Online ISA Application

Once you have decided to apply for a Healthy Investment ISA just follow these simple steps. If you have any questions about the ISA or the application process, or if you would like us to send you an information pack and application form by post, just get in touch by telephone during office hours, or message us.

Ethical Child Trust Fund
Registered Contact Application

If you are over 16 years of age and what to manage your own Child Trust Fund, please complete this form.

This will allow you to provide us with changes to your details, obtain further information about your Child Trust Fund and manage the investment.

By completing the Registered Contact Application Form, you will remove any other persons currently managing your account, this may be a parent or legal guardian and means we can only talk to you about your Child Trust Fund.

If you would like further information before completing the form, please contact our office.

If you are a parent or guardian applying to become the Registered Contact for a childโ€™s Child Trust Fund, please contact our office.

Registered Contact Application Form

The Unique Reference Number (URN) will generally be the same as your National Insurance Number. The URN was provided to us from HMRC when your Child Trust Fund was set up to identify the account.

Your Details

Name(Required)
Select date DD slash MM slash YYYY
Address(Required)

General Data Protection Regulation

The General Data Protection Regulation (GDPR) requires us to provide you with a Privacy Notice. You can obtain a copy from our website at www.healthyinvestment.co.uk/privacy-notices or you can request a copy to be sent by post by telephoning the office on 0161 762 5790. The information you provide us with will be held by Healthy Investment. It will be used for setting up and administering your policy. Some information from credit reference agencies may be used to establish your identity in accordance with anti-money laundering rules. We may be required by law to disclose information regarding you or your policy to the regulatory authorities. If you have been introduced to Healthy Investment by an Introducer, we will notify them that your policy has gone live and of any subsequent cancellation. We will not share any other information with them. If you have arranged this policy through a financial adviser, we will share information with the adviser on the performance of your policy unless you tell us otherwise. If you have provided your email address, Healthy Investment will send you information regarding this investment and the governance of the Society by email. If you do not want to receive this information by email then please let us know. If you would like to receive our regular newsletter by email and other emails which, under GDPR, would be classed as marketing emails, then you need to give us consent to send them.

You can stop receiving these emails at any time by clicking the unsubscribe link at the bottom of the emails we send or by contacting the office. We will only send you occasional emails and we will not share your data with any other companies to market their products to you. We may record your telephone calls with us for training and compliance purposes.

Declaration and Signature

I apply to become the registered contact.
I declare that:

  • I am 16 years of age or over;
  • I will be the registered contact for the Child Trust Fund.

I authorise Healthy Investment: To hold the HM Revenue & Customs contributions, subscriptions, CTF investments, interest, dividends and any other rights or proceeds in respect of those investments and cash; To make on the holderโ€™s behalf any claims to relief from tax in respect of CTF investments.

Before you sign this application, it is important that you read and understand the Terms and Conditions of your Healthy Investment Ethical Child Trust Fund which you can access here. If you have any questions about them, please contact us.

By signing this application, you will be agreeing to these Terms and Conditions.

Signature(Required)
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