Download an application form and apply for a Child Tax Exempt Savings Plan by post

What will I need to apply by post?

  • UK bank account name, number and sort code
  • The child's details (under 16 years of age)
  • Parent/Guardian contact details (if you are not the parent or guardian you must also confirm that you have their consent to set up the savings plan).

The child cannot hold a Friendly Society Tax Exempt Savings Plan with combined contributions (including that of this policy) in excess of £25 per month.

Send your application today and we will set up the plan for you within 7 days. You will receive a written confirmation within 10 working days.

I confirm I have read and understood the following document:

Key Features Document


Download application

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