Transfer a CTF to OneFamily's Junior ISA
Transferring a Child Trust Fund (CTF) to us is simple, and we won't charge you for making the change. We can accept transfers from cash or stocks and shares CTFs with a value of at least £500.
It's easy to transfer
- Read the Important Information booklets to make sure our Junior ISA product is what you're looking for
- Choose the fund that's right for you by reading the Key Information and Key Investor Information documents
- Send us your completed transfer form - via post only: FREEPOST ONEFAMILY (this is the full address).
Before you invest...
- As our Junior ISA invests in stocks & shares it is important to be aware that the value can go up and down meaning your child may get back less than has been paid in
- The Junior ISA limit in the current tax year is £9,000. Tax rules will depend on individual circumstances and may change in future
- It is important to remember the Junior ISA belongs to the child. Only they can access the funds and only when they turn 18
Our Junior ISA fund options
Please read all relevant documents below to get an understanding about how each fund is invested.
Then choose the fund that's right for you.
Family Balanced International Fund
Invests in international companies as well as those based in the UK.
This fund offers a more balanced approach and invests in international stocks & shares.
It also invests in fixed interest assets to reduce risk.
| Lower risk | Higher risk | |||||
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|
Before choosing this fund, please read and retain the following documents
Please send your completed form to:
FREEPOST ONEFAMILY
Family Charities Ethical Trust Fund
Invests in top UK companies that rate highly for environmental sustainability.
It includes companies based on Corporate Social Responsibility criteria and excludes companies involved in weapons, tobacco or coal power
| Lower risk | Higher risk | |||||
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
|---|---|---|---|---|---|---|
Before choosing this fund, please read and retain the following documents
Please send your completed form to:
FREEPOST ONEFAMILY
If you prefer, or are unable to download any of the above documents, you can call us on 0800 616 695 and we'll post you a transfer pack.