Apply | Unity Mutual

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

Applying for the plan takes just a few minutes.

Important information about the Tax-Exempt Savings Plan

To open a Tax-Exempt Savings Plan, you must be a UK resident aged 16 to 75. However, if you want to include life cover, you must be under 60 when the plan starts.
An adult can hold multiple 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.
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

Without Life Cover

With Life Cover

I confirm I have read the important information *

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

Tax-Exempt Savings Plan Application