Finalise Application

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    Savings Applicant

    What is your full name?
    And your date of birth?
    Please confirm that you are NOT a USA citizen or resident in the USA for tax purposes? i
    I am NOT a USA citizen/residentI am a USA citizen/resident

    Sorry guys - due to USA laws we cannot applications from USA citizen/residents

    Are you now, or have you ever been, a ‘Politically Exposed Person’, such as a senior military, government, or political official, or closely associated with or an immediate family member of such official? i
    I am NOT a Politically Exposed PersonI am a Politically Exposed Person

    Any applications from Politically Exposed Persons, including any identified by World-Check, will be subject to additional documentation and/or checks to prevent any facilitation of corruption or theft of assets from the people they are supposed to be protecting and serving

    Would you like your pension to be in joint names with someone else, or is it just you? i
    Just meThere’s two of us
    What language would you like your pension documentation and online account access to be in?
    What is your telephone number, including the international dialling code?
    It must be able to receive an SMS verification code for account opening
    What's your nationality?
    What is your country of residence? i
    What is your passport number?
    Do you have a tax number (or similar, such as a National Insurance number etc) for your country of residence? Please either enter it or state why you don't have one i
    What is your job title? If you're self-employed or a company owner etc, just put that.
    What's the name and address of your employer? (or business/website etc)
    How long have you been working for your employer? (or how long have you self-employed etc)
    What is your annual income? Please also state the currency i
    Do you have any major medical problems or have you ever had an application rejected by an insurance company? i
    NoYes







    Linking One Of Your Bank Accounts

    This serves the dual purpose of complying with anti-money-laundering (AML) regulations, and also being the default bank account for any withdrawals you make in future. You can change the bank account registered at any time via your online login, but you must always have one bank account linked to your savings plan.
    If you are paying into your savings plan by bank transfer, you must enter the bank account you are sending the money from. If you are paying into your savings account by credit or debit card, you can add any bank account in this section as long as it is one held in your own name.
    Bank name and address
    Account number (or IBAN) i
    How long have you held this account? i

    Funding Your Savings Plan

    How would you like to fund your savings? We generally suggest using a credit or debit card that gets you airline/hotel points, or cashback etc from it – you can save up a small fortune in points just by paying into your own savings account!
    Card Number
    Expiration date (MM/YYYY)
    CVV Code

    We have received your application!

    Please check your inbox (or possibly your spam folder?), where you will find an email from us confirming the information you have provided, along with guidance notes for the two documents needed to activate your savings account:

    1) A clear photo or scan of your passport, or other government-issued ID (such as a National Identity Card, or a Driving License)

    2) A clear photo or scan of document which “proves” your current residential address (such as an electricity bill, tax bill, bank or credit card statement, or a letter from your employer or business)

    What happens next

    Once we have received all the required information and documentation, we will open your savings directly with Investors Trust, and you will receive an email from them confirming the information given and options you have selected. Once you have confirmed the information is correct (by clicking another link), your account will be submitted for approval, which usually takes 24-48 hours to complete. When this is done, you will receive another emailed confirmation with all of your savings plan documentation, along with instructions for how to setup your online account to view, manage, and administer your savings account via www.investors-trust.com.

    Your journey towards true financial independence has then officially begun!

    If, at any point of the application process, you need any help, or have any questions, please just ask – you can contact us via live chat, or just reply to this email.

    Please check and respond to the email now – and be sure to build wealth quickly, nomad-er what you're saving up for!

    • Name:
    • Email:
    • Savings Duration:
    • Monthly Amount (in ):
    • Your Savings Value :
      Total Amount Saved
      Total Value with a 4%pa investment return*
      Total Value with a 7%pa investment return*
      Total Value with a 10%pa investment return*

      * These three values are illustrative, actual returns will vary based on actual investment growth rate