Child Trust Fund Documents Library

All the documents you need before investing.

You can transfer your existing CTF with another provider to BMO or transfer your CTF to a BMO Junior ISA by using the relevant forms below.

Date

Title

Document type

Plans

June 16, 2021

Child Trust Fund (CTF) change of instructions form

Forms
CTF
June 16, 2021

Child Trust Fund (CTF) change of registered contact form

Forms
CTF
May 10, 2021

Child Trust Fund (CTF) top-up form

Forms
CTF
May 6, 2021

Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
May 6, 2021

Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures

Pre-Sales Cost & Charges Disclosure
CTF
August 27, 2020

Child Trust Fund Maturity Election form

Forms
CTF
July 15, 2020

Child Trust Fund – Update Contact Details Form

Forms
CTF
April 6, 2020

Child Trust Fund Transfer form

Transfer
CTF
April 6, 2020

Child Trust Fund to BMO Junior ISA transfer form

Transfer
CTF
April 6, 2020

Child Trust Fund (CTF) Key Features

Key Features
CTF
April 1, 2020

KIID – FTSE All Share Tracker Fund (Share Class 2)

Key Information Documents (KIDs)

This section of the website is directed at persons who are located in the UK. Please read our full terms and conditions and the relevant Key Information Documents (“KID”) before proceeding with any investment product referred to on this website. Nothing on this website is, or is intended to be, advice to buy or sell any investments. If you are at all unsure whether an investment product will meet your individual needs, please seek advice.

Confused? Our handy glossary can help explain investing terms.