1. Member's Details












      Continue to Appointment of Nominee
    2. Appointment of Nominee

      Please record here the name and address of the person who you wish to receive the benefit of your Bond in the event of your death.

      A nomination is rendered void by the subsequent marriage of the nominator. Payments in excess of £5,000 will be made to your estate in accordance with statute.





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      Continue to Your Investment Amount
    3. Your Investment Amount

      Please make your cheque payable to Railway Enginemen's Assurance Society Limited and enclose with this application form. Write your national insurance number on the back of your cheque.

      Or, if you wish to pay your investment directly into our bank account, please contact us and we will provide you with our bank account details.

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      Continue to Demands and Needs
    4. Demands and Needs

      Railway Engineman's Assurance Society is required by law to seek confirmation that the Investment Bond product is a product which meets your financial demands and needs and is appropriate for you to invest in on a non-advised basis. Please complete the Statement of Demands and Needs questions on the document, 'Is the Investment Bond the right product for me?' and return that document along with your Application Pack.

      Please complete the following confirmation:

      I confirm that I have completed the Statement of Demands and Needs and returned this document along with my Investment Bond Application Pack.


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      Continue to Appropriateness
    5. Appropriateness

      Railway Enginemen's Assurance Society is required by law to seek confirmation that the Investment Bond product is a product which is appropriate for you to invest in on a non-advised basis. Please complete the Appropriateness Test on the document, 'Is the Investment Bond the right product for me?' and return that document along with your Application Pack.

      Please complete the following confirmation:

      I confirm that I have completed the Appropriateness Test and returned this document along with my Investment Bond Application Pack.


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      Continue to Confirmation of Non-Advised Application
    6. Confirmation of Non-Advised Application

      We treat all members and customers who invest with us as retail clients. This provides you with the highest level of protection under the financial services regulations. As we do not give advice, this sale will be classed as a non-advised sale. Should you be under any doubt as to whether this product is suitable for you, we recommend that you seek the advice of an Independent Financial Advisor (IFA). If you do not have a financial advisor, you can find details of a local financial advisor by telephoning IFA Promotion on 020 7833 3131 or via www.unbiased.co.uk. Using the services of a financial advisor may incur charges; please confirm with the individual advisor.

      I confirm that I have neither asked for nor received a personal recommendation from the Society or any of its representatives, concerning the suitability of the Investment Bond.


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      Continue to Data Protection and Marketing Preferences
    7. Data Protection and Marketing Preferences

      In order to process your application and administer your Investment Bond, we need to obtain certain information from you and maintain it on our computer systems and manual records. If you have applied for a policy through one of our Area Representatives, we will share your policy information with them unless you instruct us otherwise.

      We may also need to disclose your information to third parties. These may include our regulators and our professional advisors for auditing, compliance and other purposes. We strongly advise that you read our Privacy Policy, which you can find on our website, or you can ask us for a copy.

      We would like to contact you from time to time by post, e-mail and telephone to bring to your attention additional products which we think may be of interest to you. We will never use sensitive personal information (such as information relating to your health) to assist us in the marketing of products to you.

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      Continue to Proof of Identity and Address
    8. Proof of Identity and Address

      When applying for an Investment Bond with the Society you will need to supply a document to prove your identity and a different document to prove your address. Photocopies of these documents are accepted.

      To prove your identify, you would need to provide one of the following:

      • Passport

      • Driving licence

      To prove your address, you would need to provide one the following:

      • Driving licence

      • Bank statement

      • Credit card statement

      • Utility bill

      • Council tax bill

      • HMRC tax notification document


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      Continue to Source of Funds
    9. Source of Funds


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      Continue to Declaration
    10. Declaration








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