APPLICATION

  • Step One

    Your
    details
  • Step Two

    Your
    address
  • Step Three

    Further
    details
  • Step Four

    Portfolio
    transfers
  • Step Five

    Final details
    & submission

Step 1

It’s easy to complete an account application online. We carry out an identity check on you using the information you provide which removes the need to send us any personal documentation.

We aim to get any new accounts open within 24hrs, or where possible the same day they are submitted.

What Account are you interested in?*

Age confirmation (must be over 18 to apply for Shard Account )*

Step 2

Previous Address

Step 3

Bank Details*

Child details

Male Female

Child's Address

Joint applicant details

Step 4

No Yes

Step 5

Employment status
Your income and savings
Your experience
JISA Declaration

I declare that:

  • I have parental responsibility for the child.
  • The child named in the application will be the beneficial owner of the account investments.
  • I am 18 years of age of over.
  • I will be the registered contact for the Junior ISA.
  • The child is resident in the UK, or dependant of a UK Crown servant.
  • I have not subscribed and will not subscribe to another stocks & shares Junior ISA for this child.
  • If the child holds a Child Trust Fund (CTF) account, this will be transferred as part of this application.
  • I am not aware this child has another stocks and shares Junior ISA.
  • I am not aware of other Junior ISA Subscriptions that will result in this child exceeding the annual limit.
  • I will not knowingly make subscriptions to Junior ISAs for this child that will result in the subscription limit being exceeded.
  • I authorise Shard Capital Partners LLP. to hold, or arrange a suitable third party to hold the child’s subscriptions, Junior ISA Investments, interest, dividends and any other rights or proceeds in respect of those investments and cash to make on the child’s behalf any claims to relief from tax in respect of Junior ISA investments.
  • I apply to subscribe to a Stocks & Shares Junior ISA for the tax year 2016/17 and each subsequent year until further notice.
  • I agree to be bound by the Terms and Conditions and will promptly inform you of any changes in my circumstances.
  • I understand that this application is subject to acceptance by Shard Capital Partners LLP.
  • The statements completed on this application are true to the best of my knowledge and belief.

BY AGREEING TO SHARD CAPITAL STOCKBROKER TERMS & CONDITIONS YOU ALSO AGREE TO THE TERMS OF THIS DECLARATION
I AGREE TO UNDERGO REQUIRED FRAUD PREVENTION, CREDIT REFERENCE AND IDENTITY VERIFICATION CHECKS AS PART OF MY APPLICATION
I HAVE READ AND AGREE TO THE SHARD CAPITAL STOCKBROKER TERMS & CONDITIONS