Application forms
Forms for children’s accounts
Task | Apply online | Download form |
---|---|---|
New investments | ||
Open a Junior ISA (single or regular payments) | Open | Online only |
Add money to a Junior ISA | Add cash | Online only |
Managing your account | ||
Amend regular payments | N/A | Junior ISA amend |
Switch between investments | Switch | Online only |
Change a registered contact | N/A | Junior ISA change contact |
Task | Apply online | Download form |
---|---|---|
Find out more about Fidelity's Retirement Builder | Available | Fidelity's Retirement Builder |
Task | Apply online | Download form |
---|---|---|
New investments | ||
Open a Junior SIPP | Open | Junior SIPP application form |
Transfer a Junior SIPP | N/A | Junior SIPP application form |
Add money to a Junior SIPP - from Parent/Guardian as a lump sum | Open | Junior SIPP top up form |
Add money to a Junior SIPP - from a 3rd party and/or set up a Parent/Guardian regular contribution | N/A | Junior SIPP top up form |
Managing your account | ||
Amend a regular savings plan | N/A | Junior SIPP amend form |
Switch between investments | N/A | Junior SIPP switch form |
Task | Apply online | Download form |
---|---|---|
Junior ISA | ||
Open a Junior ISA with a single payment | Open | Online only |
Set up a regular savings plan from someone else | N/A | JISA Third Party Regular Savings Plan |
Amend a regular savings plan from someone else | N/A | JISA Third Party Regular Savings Plan |
Junior SIPP | ||
Open a Junior SIPP | Open | Junior SIPP application form |
Set up a regular savings plan from someone else | N/A | Junior SIPP top up form |
Amend a regular savings plan from someone else | N/A | Junior SIPP amend form |