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Sign up for a Junior ISA now

1

Junior ISA details

2

Summary

Junior ISA details Step 1 of 2

Your details


Fields marked with * are required.

Junior's details

Child Title*

Child Date of Birth *

For example, 01 10 1990. We ask for this for security reasons.

Details of Registered Contact

Reg Contact Date of Birth *

For example, 01 10 1990. We ask for this for security reasons.

Relationship to child*

Transferring an existing Junior ISA or Child Trust Fund

Paying into a Junior ISA?


You can make subscriptions into the Junior ISA by transferring from another Wrap account or another provider or by making single or regular payments. If you want to transfer cash from another Wrap account or another provider we can do that when we set up your Junior ISA account. If you want to pay new money or transfer inspecie you can do that when the Junior ISA account is open.

Payer Details


Please complete the details for the person who will be making the contribution into the Junior ISA (not required for cash or in specie transfers).

Who will be making the contribution*

Payer date of birth *

For example, 01 10 1990. We ask for this for security reasons.

Anti-Money Laundering Compliance Form


Please complete the Anti-Money Laundering Compliance Form (PDF) on behalf of any person making payment(s) into the Junior ISA account. This form should be uploaded to the Client Document Library once you are provided with the Wrap account number set up.


Junior ISA Declaration


By ticking the box below, you are making the following declaration on behalf of the Registered Contact:


The child will be the beneficial owner of the account investments.


I declare that


  • I am 16 years of age or over;

  • I will be the registered contact for the Junior ISA and have parental responsibility for the child named in the application;

  • I am not aware that the child has another stocks and shares Junior ISA;

  • I have not subscribed and will not subscribe to another stocks and shares Junior ISA for the child;

  • I am not aware of other Junior ISA subscriptions that will result in the child exceeding the subscription limit;

  • I will not knowingly make subscriptions to Junior ISAs for the child that will result in the subscription limit being exceeded;

  • The child does not have a Child Trust Fund account

  • The child is resident in the UK, or is a UK Crown servant, a dependent of a UK Crown servant or is married to/ in a civil partnership with a UK Crown servant; and

  • I agree to the wrap Junior ISA terms and conditions.

I authorise Standard Life Savings Limited


  • to hold the child’s subscriptions, Junior ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and cash; and

  • to make on the child’s behalf any claims to relief from tax in respect of Junior ISA investments.

I confirm that to the best of my belief the information provided by me is true.


Adviser Declaration


I confirm that


  • the Junior is under the age of 17 years and nine months;

  • I have provided the Registered Contact with all relevant documentation, including (i) the wrap services client terms and conditions; (ii) the wrap ISA and wrap Personal Portfolio terms and conditions; and (iii) the wrap Junior ISA supplementary terms and conditions (together the “Terms”) and any investment documentation (where relevant), and have given the Registered Contact a reasonable opportunity to read the Terms;

  • the Registered Contact is the parent or legal guardian of the Junior and I agree to provide evidence of the Registered Contact's parental responsibility to abrdn on request;

  • I have explained to the Registered Contact that (i) the wrap Junior ISA is held in the name of the Junior; (ii) no withdrawals can be made; and (iii) when the Junior turns 18, the Junior will have full control over the ISA and abrdn will no longer accept instructions from the Registered Contact; and

  • I will not submit an application for any other wrap product on the wrap platform in the name of the Junior.

  • I have satisfied the minimum requirements to verify the identity of the Registered Contact in accordance with the UK Money Laundering regulations.

  • The evidence I/we have obtained to verify the identity meets, or exceeds, the standard evidence set out within the guidance issued by the FCA and by the Joint Money Laundering Steering Group (JMLSG).

  • I have the Registered Contact’s authority to submit this application on behalf of the Junior.

We reserve the right to request evidence of the above declarations at any time.


We will process personal data collected in relation to the Junior ISA in line with applicable privacy and data protection laws. You can find out more about how we process personal data in our privacy notice and the Junior ISA terms and conditions.

Need some support?

If you need some help with completing this form you can contact us via the following contact details;

0345 279 1001