What you will need
To make things easier, please make sure you have the following before you start:
- The plan number of the Child Trust Fund you wish to transfer
- The name and address of your current Child Trust Fund provider
- Your bank account details if you would like to set up an additional regular contribution
Please confirm that:
- You are happy to transfer a Child Trust Fund without any financial advice.
- You have read the Key Information Document, Brochure and Terms and Conditions document.
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