Child Trust Fund - Transfer In Application

Stakeholder Child Trust Fund Application

We are delighted that you have decided to transfer your child’s existing Child Trust Fund to a Healthy Investment Child Trust Fund.
The application process is quite straightforward.
Once you have completed the information online we will send you a policy pack in the post which will include a copy of the documents you have seen online together with a printed copy of your application form.
You will need to check and sign the documents and return them. We will then contact your current CTF provider, arrange the transfer and confirm when it has been completed.
If you wish to make additional investments into your CTF in this tax year you will be able to arrange this as you complete the application process.
Please read through these documents before proceeding with your application. There is no need to print them as copies will be sent to you.
Key Information Document
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Terms & Conditions
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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 and 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*

Your privacy is important to us. We will never share your information with other companies or organisations for marketing purposes.
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 policy.
Data Protection Information

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- I confirm that I have noted the data protection information, and my agreement to the Healthy Investment declaration.
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Summary
This is a summary of your Stakeholder Child Trust Fund Application. Please check your details carefully before you proceed. Once you are happy, please click the Submit button below.

Stakeholder Child Trust Fund Application