Onefamily assetsconsumerBusiness Source Transfer Application Form Global Investment 2025

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The document is a Transfer Application Form for the Global Investment Child Trust Fund (CTF), intended for parents or guardians wishing to transfer their child's existing CTF account from another provider. It outlines the necessary steps, including completing the form in block capitals, signing specific sections, and confirming understanding of related documents. The form requires personal details of both the child and the applicant, along with authorization for data handling and compliance with regulations. Additionally, it includes instructions for notifying the current CTF provider about the transfer.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section 1 with the child's details. Include their title, first name, surname, date of birth, and address. Ensure all information is accurate and written in BLOCK CAPITALS.
Proceed to Section 2 for your details as the Registered Contact. Fill in your title, first name, surname, date of birth, and contact information. If your address differs from the child's, provide that as well.
In Section 3, sign and date the form to authorize Family Equity Plan Limited to manage the CTF account. Confirm that all information provided is true and that you have parental responsibility for the child.
Complete Section 4 with instructions for your current CTF provider. Fill in all requested information accurately to avoid delays in processing your transfer.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (121 Votes)
2017	4.4 Satisfied (59 Votes)
2014	4 Satisfied (21 Votes)

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Can a CTF be transferred?

You can transfer a Child Trust Fund account to a Junior ISA . Contact a Junior ISA provider to do this.

How do I transfer a CTF?

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.

What does OneFamily invest in?

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.

Can I transfer a CTF to Fidelity?

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 do I transfer a one family trust fund?

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!

How do I withdraw my CTF money?

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.

Onefamily assetsconsumerBusiness Source Transfer Application Form Global Investment 2025

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How to use or fill out onefamily assetsconsumerBusiness Source Transfer Application Form Global Investment