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You can transfer a Child Trust Fund account to a Junior ISA . Contact a Junior ISA provider to do this.
Contact your preferred junior ISA provider or visit their website and complete a transfer form. To do this youll need to have your childs CTF details to hand. Once the application form has been submitted the junior ISA provider will arrange for the funds to be moved from the CTF, which will then close.
At OneFamily, we keep it simple with two investment options, you can choose to put your money in a fund that invests fully in company shares or one that splits your money between company shares and other lower-risk fixed-interest investments.
No, a child cannot have both a CTF and a Junior ISA. If they have a CTF, this will need to be transferred into the Junior ISA upon opening one. Please note that Fidelity does not allow for CTF transfers into a Junior ISA.
How to transfer a child trust fund to OneFamily Choose a fund. Decide which of our two funds is right for you by reading the fund documents below. Tell us you want to transfer. Download the funds transfer form and post your completed form to: FREEPOST ONEFAMILY (this is the full address). Start saving!
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Tell us what youd like to do Once youre 18, the choice is yours. Youll need to log into your online account where you can withdraw money either by bank transfer or by asking us to post a cheque.