Start your application Your details First Name Last Name Email Address Adviser First Name (if different) Adviser Last Name (if different) Firm Name Junior’s details Child Title Choose one Mr Miss Child First Name Child Last Name Child Date of Birth Child Address Line 1 Child Address Line 2 Child City/Town Child Postcode Details of Registered Contact Is the Registered Contact an existing Wrap account holder? Yes No Close Family Member WP Number Close Family Member First Name Close Family Member Last Name Close Family Member Relationship to Junior Select one Parent/Guardian Grandparent Sibling Registered Contact WP Number Registered Contact First Name(existing Wrap account holder): Registered Contact Last Name Reg Contact Date of Birth Registered contact's National Insurance number Relationship to child Choose one Parent Legal Guardian Same Address As Junior Yes No Registered Contact Address Line 1 Registered Contact Address Line 2 Registered Contact City/Town Registered Contact Postcode Transferring an existing Junior ISA or Child Trust Fund Do you wish to request a cash transfer into this Junior ISA? Yes No Product Type Choose one Stocks and Shares Junior ISA Cash Junior ISA Child Trust Fund Provider Name Account Number Sort Code You will only need a sort code if you are transferring from a bank or building society Is the subscription included in the transfer: Choose one Past Tax Year Current Tax Year Both How much of the current year’s subscription has been used? (£) Transfer Amount(£) Inspecie transfers, regular and single payments If you want to make an in specie transfer, regular and single payments, you can process these on the Wrap platform once the Wrap account and Junior ISA is set up. 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. Do you wish to transfer cash from an existing Wrap account holder’s cash account? Yes No WP Number First Name Last Name Please ensure there is enough cleared cash in the Wrap Cash account to facilitate the transfer. Deposit Amount (£) 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). Please select Choose one Registered contact Close family member Other Payer title Payer first name Payer last name Payer date of birth Payer address Line 1 Payer address Line 2 Payer city/town Payer postcode 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 Contactin 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. I confirm I have read and agree with the above declarations. Submit
You will only need a sort code if you are transferring from a bank or building society
Inspecie transfers, regular and single payments
If you want to make an in specie transfer, regular and single payments, you can process these on the Wrap platform once the Wrap account and Junior ISA is set up.
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.
Please ensure there is enough cleared cash in the Wrap Cash account to facilitate the transfer.
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).
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.
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 authorise Standard Life Savings Limited
I confirm that to the best of my belief the information provided by me is true.
I confirm that
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.