Summary Box - Santa Saver (Issue 2) PDF Print E-mail

 

Key Product Information

Account Name

Santa Saver (over 18 years only)

Interest Rates (AERs)

Variable rate paid annually, click here to view our rates

Tax Status

Gross or Net*

Conditions for bonus payment

N/A

Withdrawal arrangements

No withdrawals allowed, matures to annually nominated account

Access

Branch or Postal

 

*Net: Interest on investments and savings amounts is payable net of income tax, which means after the deduction of income tax at the lower rate of 20%, or subject to the required registration gross.

 

Terms of Investment

  • Only one Santa Saver allowed per investor (minimum age of investor 18 years)
  • The account deposit period commences on the 1st December and finishes on the 25th November each year
  • Minimum opening balance £1
  • Maximum total deposit allowed per month £150
  • Multiple deposits transactions allowed subject to the above maximum monthly allowance
  • NO withdrawals allowed
  • The balance plus interest to date will transfer automatically each year on the 25th November to a nominated account of your choice within the Society
  • The nominated account must be current at the time of the Santa Saver application and remain open until this account is closed
  • Download an application form by following this link <<application form>>

 

Follow this link to read important information about compensation arrangements