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If you hold the authority to apply on behalf of someone else, please complete the application using the details of the person that you are applying for.
You will need to provide further identification for both yourself and the Lifetime ISA account holder, including proof of the Power of Attorney/Deputyship.
We'll let you know what you need to do once you've completed the application.
To help you understand our Lifetime ISA you should carefully read our Terms & Conditions and Declaration before committing to an investment. If you choose to open a product we will take this as your acceptance and agreement of our terms.
I am applying to open a Stocks & Shares Lifetime ISA (LISA). I declare that I am between 18 and 39 years of age. I am a resident in the UK for tax purposes, or a UK Crown servant, a dependant of a UK Crown servant, or am married to or in a civil partnership with a UK Crown servant.
I understand that after I’ve invested for 12 months, I can withdraw money from the Lifetime ISA, including the 25% bonus, to help purchase my first home or retirement.
I understand that any money taken from the Lifetime ISA before the age of 60 that isn’t for a first-time house purchase, will be subject to a Government withdrawal charge of 25%.
I understand that OneFamily reserve the right to make authentication checks on the name and address of the applicant for the purposes of compliance with anti-money laundering legislation.
I authorise OneFamily to: a) hold my ISA payments, investments and Government bonus, b) make tax relief and Government bonus claims to HMRC on my behalf, and c) deduct withdrawal charges where necessary for repayment to HMRC.
