Before you begin...
Thank you for choosing Shepherds Friendly to open a Junior ISA to save for your child’s future.
Before you start the application please read our Important Information document and the following documents below, and once done, press ‘get started’
Key Features and How we manage your money documents before
starting your application
Please confirm you have read the
IMPORTANT THINGS TO CONSIDER
The value of the JISA depends on the future performance of the investments held
in the fund and the bonuses we distribute from any profits arising from these investments.
HM Revenue and Customs may change the tax status of a Junior ISA in the future.
Inflation may affect the purchasing value of the investment in the future.
The money invested into a Junior ISA cannot be withdrawn early; it can only be withdrawn by the child when they reach the age of 18 years old.
If you transfer the plan to another provider during the term of the plan, or if you
leave the money invested for more than three months after the child's 18th birthday,
then we may apply a market value reduction if investment returns have been poor. In
this event your child could get back less than you have paid in. Your capital is at risk.
In order to complete this application you will need the following:
Your child’s National Insurance Number. Don’t worry if they don’t have one, simply leave it blank
The bank account number and sort code of the account you wish to make payments into the Junior ISA from
Please note: If your child was born between the dates of 1st September 2002 and 2nd January 2011, they will not be
eligible for a Junior ISA as they will have been subscribed to a Child Trust Fund (CTF) by the Government.
However we do offer another saving option in our Young Saver Plan, that your child will be
eligible for. You can also switch their current CTF to our Junior ISA by contacting our customer services team on
0800 526 249.
In order to be eligible for your cashback you will need to complete the application online.
Please remember that your cashback will be validated a minimum of 90 days from the date your first premium is received,
and will become payable no earlier than 120 days from your application.