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Flexible ISA

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Application information

You’re applying for a Stocks and Shares Flexible ISA with Unity Mutual

Applying for a Flexible ISA takes just a few minutes.

To help you get started with your Stocks and Shares Flexible ISA, please have the following ready:

• National Insurance Number (NINO) - You should be able to find your NI number on a payslip, P45 or P60 or alternatively a letter from HM Revenue & Customs or the Department of Work & Pensions.
• Direct Debit Details (optional) – for setting up regular savings payments
• Bank Card Details (optional) – for making a one off payment

Important information about the Stocks and Shares Flexible ISA

  • To open a Flexible ISA you must be aged 18 years or over.
  • You must be a UK Resident or a Crown employee (or their spouse or civil partner) working overseas.
  • The Flexible ISA is a stocks and shares investment, this means the value can go down as well as up. So, you could get back less than was paid in - past performance is not a guide to future performance.
  • The Flexible ISA fund is subject to an Annual Management Charge of 1%. This charge is not payable by you directly, nor is it deducted from your individual account. Instead, it is taken from the overall assets of the investment fund.
  • This Flexible ISA is sold on a non-advised basis and no advice has been sought or given. If you’re unsure about this product, please speak to an Independent Financial Advisor (fees may apply).

 

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