Apply | Unity Mutual

You’re applying for a Child's Tax-Exempt Savings Plan with Unity Mutual

Applying for the plan takes just a few minutes.
In order to set up their account, we’ll need some personal details for both you and the child.

Important information about the Child's Tax-Exempt Savings Plan

To open a Child’s Tax-Exempt Savings Plan and become the Registered Contact on the plan, you must be aged 16 years old or over and be a UK resident.
The child must also be a UK resident to be eligible.
A child can hold multiple Child Tax-Exempt Savings Plans; however, the combined contributions must not exceed £25 monthly or £270 annually.
This plan requires a commitment to saving between £9 and £25 monthly (or between £100 and £270 annually) for the full 10 year term.
This plan offers a guaranteed return (sum assured) with the potential for additional bonuses. Bonuses are based on the fund performance and cannot be predicted or guaranteed.
If the child is 16 or over when the plan matures, the proceeds will be paid directly to them.
This plan 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).

Important documents

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I confirm that I have read the important information above, and the Key Information Document and Terms and Conditions related to this product.

Child's Tax-Exempt Savings Plan