Police Mutual ISA Application


This application is for a Police Mututal ISA. The application, along with the Key Information Document and Terms and Conditions form the agreement upon which we intend to rely. You should read them carefully before applying.

We also recommend that you save or print these documents for future reference. If you do not understand something, please call us for further information.

Throughout the application journey we will provide you with key information about the Police Mutual ISA product, electronically. If you prefer to receive this information in hard copy, please call us to discuss.

Once your Police Mutual ISA is set up you will receive your welcome pack and all future correspondence in the post.


This product will meet your needs if you:

  • Wish to save at least £30 a month and/or make a lump sum payment of at least £100
  • Want the flexibility to stop, start or adjust what you save each month
  • Are able to save over the medium to long term (at least 5 years)
  • Are looking to grow your money but understand there are no guarantees and you may get back less than you have you have saved
  • Want to save tax efficiently

Please click this box to agree to the above

If you don’t agree with any of these statements, the Police Mutual ISA may not meet your needs and you should not continue. If you need assistance, please contact us.

Information

We are not required to assess whether this product is appropriate for you and you will therefore not benefit from any protection an appropriateness assessment may provide.

By ticking the box, you are confirming that this plan meets your need to invest regular or one off payments, over the medium to long term (at least 5 years), with the flexibility to stop, start or adjust what you save each month. You are looking to grow your money but understand there are no guarantees and you may get back less than you have saved.

If you already have a My Account with Police Mutual, please sign in.

Sign in

If you don't already have a My Account with Police Mutual, just enter your details and we'll register you as part of the application:



dd/mm/yyyy


e.g. AB123456A




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How would you like to save with the Police Mutual ISA?
(Select all that apply)


The minimum monthly payment is £30.00

Pick a day between the 1st and the 25th for your regular payment.


The minimum lump sum investment is £100.00 and the maximum lump sum investment is £20,000.00
£

£


Police Mutual (a trading style of The Royal London Mutual Insurance Society Limited) would love to keep in touch about the great work we do to support the Police Service, our products and latest offers.

Other companies in the Royal London Group trading as Police Mutual would also like to let you know about their financial products and services. They are PMGI Limited, which is an insurance intermediary, a credit broker and provides a referral service for mortgage advice and independent financial advice and PMHC Limited which offers a healthcare scheme.

Please let us know how you would like to keep in touch:

Sometimes, a Group company trading as Police Mutual may contact you by post or telephone. We will give you the opportunity to choose not to receive further information by that method at the time. You can update your marketing preferences at any time by emailing nomarketing@pmas.co.uk or by calling 01543 441 630. You can also use these details to ask us to stop contacting you by post and/or telephone.

To find out more about how your data is used and stored within the Royal London Group and our promise to you visit: policemutual.co.uk/dataprivacy

Police Mutual (a trading style of The Royal London Mutual Insurance Society Limited) is committed to respecting and protecting your personal data. This sets out what we will do with your information and the arrangements we will make to keep that information private and safe. It also explains your rights.

The information you have supplied will be used to provide you with a Police Mutual ISA, and to administer that plan. To find out how else we may use your information, select the 'How we will use your information we will collect' link below

Click on the links below to find out more:

To view our full privacy policy click here

If you have any questions about our privacy policy, you can contact our Data Protection Officer directly at GDPR@royallondon.com or by writing to them at: Data Protection Officer, Royal London, Royal London House, Alderley Road, Wilmslow, Cheshire, SK9 1PF.

I am applying for a Police Mutual stocks and shares ISA for tax year 2021/22 and each successive year until further notice.

I declare that:

  • All subscriptions made, and to be made, belong to me
  • I am 18 years of age or over
  • I have not subscribed/made payments, and will not subscribe/make payments, more than the overall subscription/ payment limit in total to a cash ISA, a stocks and shares ISA, an innovative finance ISA, and a Lifetime ISA in the same tax year
  • I have not subscribed and will not subscribe to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Royal London Mutual Insurance Society Limited, trading as Police Mutual if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties
  • I agree to the ISA terms and conditions.

I authorise Royal London Mutual Insurance Society Limited, trading as Police Mutual:

  • To hold my cash subscription, any other proceeds in respect of my ISA investments and any other cash; and to make on my behalf any claims to relief from tax in respect of ISA investments

I declare that this application form has been completed to the best of my knowledge.