Manage my Child Trust Fund

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Manage my Child Trust Fund

2024-07-11 22:37| 来源: 网络整理| 查看: 265

We will write to you 20 days before your birthday with information about your investment and details of how to register for the online portal.

On your 18th Birthday we will move your investment from the Child Trust Fund into a Matured Child Trust Fund, keeping your money invested in the Personal Portfolio Balanced Fund until you choose what to do with your money and provide us with the required documents.

Once registered online, you will be able to make a choice about your money. You can choose to continue investing with us by moving the investment into an adult ISA, you can withdraw all or part of your investment into a UK current or savings account in your own name, or you can transfer to another ISA provider.

Whichever option you choose we will need to take you through some additional checks to verify your name and address.  We aim to take the required information from you online, however occasionally we will need to ask you to provide copies of documentation in the post to assist with this process.

If you are unsure about what identification documents you need to provide, please refer to our frequently asked questions below.

All documents provided online, or in the post, will be reviewed by our team.  Please be aware that if you choose to withdraw from your investment, these checks will need to be complete before we release payment to your bank account and this may take up to a few weeks in some cases.

If you decide to keep your money invested, this will be moved from the matured Child Trust Fund into an adult ISA within 24 hours following the receipt of your instruction.



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