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Section 9: Agreement and Declarations (continued)
(iii) you are, in respect of the account for which you are now applying, in one of the other groups of people that the Society has
decided should be exempt*.
Where more than one of you is signing this form, the above Note and, if applicable, the rest of this Agreement apply to each of
1. I agree with the Society that I will assign to the selected charity my right to receive any windfall benets. I authorise the
Society and any successor to pass any windfall benets direct to the selected charity (or to any other registered charity
which the selected charity may nominate) without giving any notice to me. I understand that the selected charity will have
the benet of this Agreement, and that neither it nor the Society will release me from it or vary its terms, even if the Society
decides at some stage in the future that new shareholding members generally will not be required to enter into similar
agreements. I authorise the Society to give the selected charity any information about me and any account that I have with
the Society (either now or in the future) but only 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
(a) I conrm that I have read the Important Notice at the start of this form and have received:
(i) the account terms 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 and I understand that only the rst named
account holder will initially be recorded in the Society’s records as the Representative Joint Shareholder for the account.
Subject to the Rules of the Society, only the Representative Joint Shareholder will have voting 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 aect the enforceability of any other
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
• provide colleague training to help improve the quality of our service and for general quality assurance and communication monitoring
• prevent crime, money laundering, protect you and others from fraud and for public safety
• communicate with you about the products and services you hold with us
• send marketing communications, by the methods you have agreed to