• Step 1.
    Your details
  • Step 2.
    Plan details
  • Step 3.
    Payment Information
  • Step 4.
    Check and submit

Apply for a My Smarter (ISA)

Step 1. Your details

(DD/MM/YYYY) Min age 18, Max age 100

Contact information

We will only use the email address you provide to contact you about this application and for keeping you informed about any product you subsequently take out. We treat your data with respect and you can see our privacy policy at www.scottishfriendly.co.uk/privacy-policy.

Your address

Additional details

If you don’t have a National Insurance number, then please select 'No' above.

If you do have a National Insurance number, then please select ‘Yes’. If you don’t have it to hand, don’t worry, you can provide it later. We’ll write to you to tell you how to do this and as long as you provide it to us within 30 days your ISA plan will continue.

Please enter a voucher/fast track code if you have one

Don't worry if you don't have a voucher/fast track code. You can leave this field blank.

Welcome gift

To say thanks for opening a My Smarter (ISA), we'll send you a welcome gift.

When you open a My Smarter (ISA) you’re entitled to one welcome gift from SunLife. We reserve the right to change or withdraw this gift entitlement or limit the total number of gifts issued per customer. We also reserve the right to not issue a gift to any customer who has already held and cancelled a SunLife product.

#Gift card is fulfilled byLove2Shop.

We'll send your gift around one month after you make your first payment.