Transferring your Junior ISA or CTF

Transfer your Junior ISA or Child Trust Fund to our low cost, award winning service and make your life easier by managing all of your investments in one place.

How to Transfer

After reading our Terms of Business, register and open an account online.
Print, complete and return the relevant Transfer Form.
We then contact your existing provider to arrange the transfer.

Transfer turnaround times are dependent on the speed of your existing provider.
Once the transfer has been received we will notify you via email.

Please note: we only accept cash transfers from Child Trust Funds.

What are the benefits of transferring?

Low Costs

We offer share dealing from £11.50 per trade, free fund dealing and a maximum platform charge of 0.35% per annum.

Ease of management

Take complete control over your investment strategy by managing all of your investments online in one place.

An opportunity to review poor performers

When transferring take a minute to consider your portfolio and think about investments with more potential.

Consolidation

Transfer and consolidate all of you existing investments under one roof minimising your paperwork and administration.

If you have any doubt as to whether transferring an existing investment is a suitable course of action, please seek professional financial advice. Please note we recommend that you check with your existing provider to see if any charges are levied for transferring to us.

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