Apply for a Child Tax Exempt Savings Plan Online

What will I need to apply online?

Apply online in no more than 10 minutes.

  • 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).

Please remember:

  • 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.
  • Please don’t stop making contributions in the first year, as this means the plan will lapse with no value and we won’t be able to refund your money.
  • We do not offer financial advice. If you would like to speak to a Financial Advisor regarding the suitability of the Tax Exempt Savings Plan please do, however they may charge for their advice.

I confirm I have read and understood the following documents:

Key Information Document and Important Information


Apply Online Now

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