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Section 7: Agreements and Declarations (continued)
if the selected charity reasonably needs it for any purpose arising out of this Agreement. I understand that if the Society no longer
exists following a merger with another building society, this Agreement will still apply between me and the other society.
2. In this Agreement:
(a) “selected charity” means the Skipton Building Society Charitable Foundation or, if it ceases to be registered as a charity, any
other registered charity selected by it;
(b) “windfall benets” means any benets which I may become entitled to as a shareholding member of the Society under the
terms of any future transfer of the Society’s business to a successor (i.e. on a conversion or take-over), where the transfer to
the successor is publicly announced within ve years of the day on which I become a holder (either sole or joint) of the account
for which I am now applying (or such shorter period as applies to me if I am in one of the groups of people that the Society has
decided do not need to agree to the usual ve year period*). The expression “windfall benets” does not include either (i) the
right to have savings in a share account with the Society replaced by savings in a deposit account with the successor or (ii)
if I am in one of the groups of people that the Society has decided may keep some or all benets†, those benets which the
Society has decided I may keep; and
(c) “successor” means any company or other corporate body to which the Society transfers its business under Section 97 of the
Building Societies Act 1986 (or under any provision which amends or replaces it).
Details of these groups and (where applicable) the shorter periods that apply and the benets that may be kept are available from the
Society. The number and composition of the groups may be changed from time to time but no change will apply retrospectively.
I declare that
(a) all subscriptions made, and to be made, belong to me;
(b) I am 16 years of age or over;
(c) I have not subscribed/made payments, and will not subscribe/make payments, more than the overall subscription/payment limit in
total to a cash ISA, a stocks and shares ISA, an innovative nance ISA, and a Lifetime ISA in the same tax year;
(d) I have not subscribed and will not subscribe to another cash ISA in the same tax year that I subscribe to this cash ISA;
(e) 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
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 will inform Skipton Building Society
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
(f) I agree to the ISA terms and conditions.
I authorise Skipton Building Society
a) to hold my cash subscription, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments
and any other cash;
b) to make on my behalf any claims to relief from tax in respect of ISA investments.
I agree to the ISA terms and conditions. I declare that this application has been completed correctly to the best of my
knowledge and belief.
(a) I conrm that I have read the Important Notice at the start of this form and have received:
(i) the account terms including the Key Features document and
(ii) The Savings Terms and agree to be bound by them and the Rules of the Society (copies of which are available upon request) and
any subsequent conditions and Rules for the time being in force.
(b) I conrm that I am aware that the type of account I am opening is a share account which confers membership rights.
(c) I declare that any share(s) acquired by me under this account will not be held as a bare trustee (or in Scotland as a simple trustee) for
a body corporate, or for persons who include a body corporate.
(d) If any provision relating to this account is unenforceable for any reason this will not affect the enforceability of any other provision.
Your Personal Data
How We Use Your Personal Data
For the purposes of Data Protection, Skipton Building Society is the Data Controller responsible for the collection, use, sharing, holding
and protection of your personal data.
Skipton respects your privacy and is committed to protecting your personal data.
We endeavour to ensure that all personal data is kept condential, accurate, up to date, available to you and held and transferred
securely. We put in place a range of security measures to help protect your data.
We only collect, use, share and hold your personal data when we have a lawful basis that allows us to.
We hold personal data for a period determined by our regulatory, legal and business requirements and this will continue beyond the
closure of your account.
By providing your personal data and applying for this savings account you will be taking steps to enter into a contract with us.
We use personal data about you to:
• identify you
• check the eligibility of products and services you apply for or have with us and review this on an ongoing basis
• process, manage and administer your applications, enquiries, accounts, transactions, relationships, products and services
• link this application to your customer record and other accounts, products and services you hold with us
• manage your experience with us
• protect you and provide security