Our range of accounts - at a glance

Account Name Foundations Share Foundations Cash ISA Foundations Deposit SIPP Deposit
Withdrawal arrangements Instant Instant Instant Instant
Available to Individuals, Trustees, Groups Please refer to Cash ISA leaflet Registered & Unregistered Charities and Incorporated Bodies Scheme Trustees for individuals
Interest payment date 31-Dec 05-Apr 31-Dec 31-Dec
Tax status* Net1 Tax free Net2 Net3
Minimum investment £25 £25 £25 £25
Maximum investment (limits negotiable - except for ISA) £125,000 £3,600 per tax year £125,000 £125,000
Separate product leaflet available No Yes
(PDF, 182K)
No Yes
(PDF, 123K)
Passbook No
(Statement)
No
(Statement)
No
(Statement)
No
(Statement)
Voting rights Yes Yes No No
Access Post Post Post Post
Application form Share Account
(PDF, 46K)
Cash ISA 09/10
(PDF, 415K)
Deposit
(PDF, 49K)

Trustee Deposit
(PDF, 50K)
Trustee Deposit
(PDF, 50K)

* Interest will be paid or credited after deduction of income tax at the lower rate of 20% or, subject to the required certification, gross.

1 Non-profit making organisations may be entitled to payment of interest without the deduction of tax (i.e. gross). A tax form will need to be completed to register for gross interest.

2 Registered charities will automatically have their interest paid without the deduction of tax (i.e. gross). All other charities will need to complete a tax form should they wish to apply for gross interest. For Corporate Bodies, interest will automatically be paid without the deduction of tax (i.e. gross).

3 Interest will automatically be paid without the deduction of tax (i.e. gross).

Further details of our accounts, as well as the Savings Terms & Conditions, can be viewed and/or downloaded in PDF format from the Savings literature page.

For information about PDF documents, please see A note about Adobe Acrobat PDF documents.

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