Lifetime ISA

I declare that

• I am 18 years of age or over, and either under the age of 40 or the account is being opened to receive a transfer of subscriptions/assets from another Lifetime ISA.
• I have not subscribed and will not subscribe to another Lifetime ISA in the same tax year that I subscribe to this Lifetime ISA.
• All subscriptions made, and to be made, belong to me.
• I have not subscribed, and will not subscribe, more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.
• I have not made, and will not make, current year payments, which exceed the Lifetime ISA annual allowance.
• I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I shall inform EQi if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.
• I have not made current year payments, or transfers from a Help to Buy: ISA, and will not make current year payments, or transfers from a Help to Buy: ISA, to another Lifetime ISA in the same tax year that I subscribe to this Lifetime ISA.

I authorise EQi:

• to hold my cash subscription, Lifetime ISA investments, interest, dividends and any other rights or proceeds (including any government bonus) in respect of those investments and any other cash.
• to make on my behalf any claims to relief from tax in respect of Lifetime ISA investments.
• to submit Lifetime ISA bonus claims to HMRC on my behalf.
• to withhold and deduct from a balance in the Lifetime ISA, and pay to HMRC any charges due to withdrawals or any wrongly paid amount of Lifetime ISA bonus.

This service is managed and administered in accordance with the Terms and Conditions which can be viewed on our website or sent to you upon request. This is our standard client agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully before completing this form.

I declare that this application form will be completed to the best of my knowledge and belief, and will promptly inform you of any changes in my circumstances.