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NSBS (F8) JISA Application Form v9.qxp_A4 Form 08/08/2022 2:23 pm Page 1Junior ISA Share Account Application For use by private individuals based in Wales only. Important: Before completing this form

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How to fill out junior isa share account

01

Choose a junior ISA provider

02

Open a junior ISA account with the chosen provider

03

Provide details of the child who will be the account holder

04

Decide on the investments or shares you want to hold in the account

05

Fund the account with regular contributions or lump sum payments

Who needs junior isa share account?

01

Parents or legal guardians who want to save and invest money for their child's future

02

Individuals looking for a tax-efficient way to save for a child's future education or other expenses

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What is junior isa share account?

A junior ISA share account is a tax-efficient savings account for children under the age of 18, where parents or guardians can invest on behalf of the child.

Who is required to file junior isa share account?

Parents or legal guardians are required to open and manage a junior ISA share account for their child.

How to fill out junior isa share account?

To fill out a junior ISA share account, parents or legal guardians need to provide personal details of the child, choose the type of investment, and set up regular contributions.

What is the purpose of junior isa share account?

The purpose of a junior ISA share account is to provide a tax-efficient way for parents to save and invest money on behalf of their child for their future expenses such as education or buying a house.

What information must be reported on junior isa share account?

The reporting requirements for a junior isa share account include the child's personal information, details of investments made, contributions, withdrawals, and any changes to the account.

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