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How To Apply

If you have seen a savings account on our website and want to apply, or you simply want to know more, we will help you every step of the way.  This is what you need to do next.

Want to apply for a Help to Buy: ISA? This can only be done by visiting your local branch. Please be prepared by reading this document.

Step 1: download a savings application form

If you know which savings account you want to apply for, you can download an application form now.

For your own benefit and protection, before you complete the application form, you should read the full product terms and conditions carefully. If you do not understand or if you need any help filling in the form, please email us or telephone us on 01325 366366 during office hours.

You will need to send in a cheque and proof of your identity with your application form. 

Step 2: download a FSCS information sheet

In addition to using the above application forms you will also need to understand the following FSCS Information Sheet and the application form above must be signed once you have read and fully understood its content.

Step 3: download a CRS form

A CRS (Common Reporting Standard) Form must be completed in addition to the above. There are 3 types of form so please select the applicable Form from below:

Application Type Form Required
Standard Application Individual Form
Trustee For Someone Else Controlling Person Form
Corporate Account Entity Form

If you are unsure which form is right for you then please contact us on 01325 366366 or via email at

If you would like to transfer your current ISA savings, then you will need to fill in our Cash ISA Transfer Authority Form and return it to one of our branches with some identification.

If you would prefer us to post an application pack out to you please telephone us on 01325 366366 or email us your request using our contact form.

visit a branch

If you would prefer to speak to one of our trained branch staff face to face, you can call into your local branch to open an account. You will need to bring with you:

  • a cheque or cash for at least the minimum investment, to open the account
  • proof of your name, for example a full UK passport or full driving licence
  • proof of your address, for example a bank statement, council tax or utility bill (less than three months old) 

Need some help?

Talk to us. If you need more information or help to choose which is the most suitable savings product from our range for you, visit usemail us or telephone us on 01325 366366.