HELPING HAND SAVINGS PLAN APPLICATION

The information that you provide on this form will be held by the Grand United Order of Oddfellows and used to set up and administer the policy for which you are applying and for other business purposes. By taking out this policy we will rely upon this as our standard client agreement and for your own benefit and protection, you should read the terms within the Financial Products Key Information Document and Financial Products Table that are available to be reviewed on this page before signing. If you do not understand any point, please ask for further information. I confirm that I have not been given any advice by the Grand United Order of Oddfellows in relation to the purchase of this plan.

DECLARATION

Please confirm:

I hereby apply for and on behalf of the child to the Grand United Order of Oddfellows Friendly Society For an endowment policy known as HELPING HAND Savings Plan and comply with the ‘Conditions of Additional Declaration’ below.

If you are not the parent or guardian of the child but wish to "gift" a HELPING HAND policy, simply complete the section below.

Please confirm:

On behalf of the child, I make the foregoing proposal and declare all statements therein true and complete. The child, to the best of my knowledge is in good health and has not consulted, neither is planned to see, a specialist or attended hospital for any serious illness. I declare that the child does not have any other Tax Exempt Plans ( excluding ISA’s) with this or any other Friendly Society which would exceed their maximum Tax Exempt Allowance for Tax Exempt Savings Plans of £25 per month or £270 per annum. Furthermore, I declare that, the total of their contributions to this and other Taxable Qualifying policies does not exceed £3600 per annum.

Failure to mention any material fact (this is a fact that an insurer would regard as likely to influence the assesment and acceptance of an application for a policy) may affect the amount payable upon death or maturity. If an applicant is in any doubt whether the fact is material or not, it should be disclosed anyway.

Processing of your personal data is necessary for the performance of our contract for services with you. Generally, this is the lawful basis on which we intend to rely for the processing of your data. Our policy is to gather and process only that personal data which is necessary for us to conduct our services appropriately with you.

Conditions and copies of the completed application forms are available on request.but if required please print your application before submission

HELPING HAND SAVINGS PLAN APPLICATION

APPLICANT INFORMATION

HOW MUCH DO YOU WISH TO SAVE ON BEHALF OF CHILD?

Parent/Guardian Details

How did you hear about our Society?

HOW WILL WE USE YOUR DATA

DECLARATION