Apply Online - Cash ISA 9

My AccountsPlease complete the form below to apply to open a Cash ISA 9.

Please note this is a secure form and personal details may be entered with confidence. Once you have submitted your details we will write to you within 5 working days to confirm if your application has been successful. If there are any issues with your application we will contact you using the details provided.

Fields that are marked * are mandatory.

I apply to open a Cash ISA 9 for the tax year 2017/2018 and each subsequent year until further notice.

Personal Details (Account Holder)

Title  * 
Forename(s)  * 
Surname  * 
Date of birth  *  *  * 
Gender  * 
Permanent address  * 
Postcode  * 
Contact details  *  Day time telephone number 
 Home / Mobile telephone number 
Email address
Nationality  * 
Are you an existing customer?  * 
 Employment Status:  * 
 Occupation:  * 
Do you have a National Insurance Number?  * 
If yes, please enter your National Insurance number


Investment Amount

 I wish to Invest £  *  as part of this tax year's subscription 

Interest Instructions

Where would you like the interest to be paid / added?:
* 
Interest to be paid to the following account (if applicable):
 Account Name:  
 Bank / Building Society Name:  
 Address:  
 Postcode:  
 Sort code:   (if applicable) 
 Account number:  

Additional Services For Our Customers

 Monmouthshire Building Society Group offers a range of additional financial services. If you would like to receive further information on the services listed, please indicate below: 
  1 a. Do you have savings accounts/bonds with other financial institutions?  
 b. Would you like further information on any of the following accounts - please tick if Yes: 
            
 2 a. What is the date your current mortgage deal/rental agreement expires?  
 b. Would you like us to contact you at this time to discuss our range of mortgage products?    
 3 a. What month is your home insurance due for renewal? 
 b. Can we contact you at your renewal date to offer you an alternative quote?    
 4 a. How many dependents do you have? 
 b. Have you a Will in place?
 
 c. Would you like to be contacted by one of the Society's panel of solicitors to discuss - please tick if Yes:           
 5. Would you like information regarding Funeral Plans available via the Society?  

Declaration

I confirm that I have read and understood the following:
 General Terms & Conditions for Savings Accounts   * 
 Agreement to assign windfalls to charity   * 
 The interest rate(s) applicable to this account   * 
 Account specific terms and conditions   * 
 ISA Declaration   * 
 I agree to the ISA terms and conditions applying to the account and to be bound by the rules of the Society, a copy of which is available on request. I declare that this application form has been completed to the best of my knowledge and belief.    * 
 I accept that the Society may decline my application   * 
 I consent and acknowledge that the Society will carry out an electronic check to verify my identity    * 

Use of your Personal Information
 • Information you give us will be used by us to provide and manage your account.

• The information may be used by the Society and its subsidiary companies for its own use for marketing, business analysis or similar purposes.

• Unless you choose otherwise, you consent to being informed of other products and services by post, telephone or electronic means.

• The Society will keep your information after your account is closed.

• If it is necessary to the running of your account, essential information about your account may be given to others. Information may also be given to people acting as our agents, who will keep it confidential.

• Under the Data Protection Act 1998 you have a right of access to your personal data held. Upon payment of a single fee, we will give you a description of the data, the purpose for which it is processed and to whom it may be disclosed. You also have a right to have incorrect data corrected.

• We will treat all your personal information as private and confidential (even when you are no longer a customer). We will not give your details to anyone (even other companies in our group) unless: we have to give the information by law; there is a duty to the public to disclose it; you request us to disclose it, or we have your permission to do so; or our interests require us to give the information (for example, to prevent fraud). We will not use this as a reason for giving information for marketing purposes.

• I/we consent to you holding and processing my/our personal data for the purposes explained above.
 
Keeping you informed about other products and services
  The Society would like to contact you by post, telephone or electronic means using the contact details which you provided in this form, to tell you about our financial products, services, promotions, offers and events for savings, mortgages, general insurances which may be of interest to you, and to introduce you to or pass your details to our subsidiary companies. By submitting this application you are agreeing to your information being used in this way. Only tick the following boxes if you do not wish to be contacted by: 
 Post                   Telephone     Electronic Means   

How did you hear about this product / service?  * 
If other, please specify:
I would like a confirmation email sent to the following email address:
 


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