CTF to Junior ISA Transfer Application

CTF to Junior ISA Transfer Application

We are delighted that you have decided to transfer your child’s existing Child Trust Fund to a Healthy Investment Junior ISA. Please complete the simple steps. If you have any questions about the Healthy Investment Junior ISA or application process, or if you would like us to send you an information pack and transfer form by post, please call 0161 762 5790 or email us enquiries@healthyinvestment.co.uk
Before you can proceed, please confirm that you have read and understood the following documents.
Key Information Document - Single
Download
Key Information Document - Regular
Download
Terms & Conditions
Download
Confirmation*
- I confirm that I have read and understood the Key Information Document and Terms & Conditions. If you have any queries in regard to these documents please contact us before proceeding.

Your Details
The person with parental responsibility for the child, or the child themselves if they are 16 or over.
Title*
Name*
Surname*
Date of birth*

Day
Month
Year
Mobile Phone No.*
Home Phone No.
Email*
Address 1*
Address 2
Address 3
City*
County
Postcode*

Current Child Trust Fund Provider’s Details
Name of Current Provider*
Account Number*
- In addition to this transfer, I wish to make further subscriptions in this tax year
Investment amount*
- Initial single investment (minimum £10 maximum £9,000
- Regular monthly investment (minimum £10 maximum £750)
HMRC limit the amount you can invest in a Junior ISA each tax year. From 6 April 2023 the Junior ISA limit is £9,000.
Initial single investment
Please enter a number from 10 to 9000.
Please enter a value between £10 and £9,000.
Regular monthly investment
Please enter a number from 10 to 750.
Please enter a value between £10 and £750.
Total

Please read through these documents before proceeding with your application.

The General Data Protection Regulation (GDPR) requires us to provide you with a Privacy Notice to make you aware that the information you provide will be held by Healthy Investment and will be used for setting up and administering your Junior ISA.

The Junior ISA and Healthy Investment declarations require your confirmation in order to enable your application to be processed. If you have any questions regarding these documents please call us on 0161 762 5790.
Data Protection Information

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HMRC Junior ISA Declaration

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Healthy Investment Declaration

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We will never share your information with other companies or organisations for marketing purposes.
*
- I confirm that I have noted the data protection information, and my agreement to the HMRC ISA and Healthy Investment declarations.
- I agree to receiving newsletters and other emails from Healthy Investment which, under data protection rules would be classed as marketing emails. I can unsubscribe at any time.

Summary
This is a summary of your CTF to Junior ISA Transfer Application. Please check your details carefully before you proceed. Once you are happy, please click the Submit button below.

Child's Details