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
|
Action |
|---|---|---|---|---|
| April 6, 2020 | Child Trust Fund Transfer form | Transfer | CTF | View Download |
| April 6, 2020 | Child Trust Fund to BMO Junior ISA transfer form | Transfer | CTF | View Download |
| May 10, 2021 | Child Trust Fund (CTF) top-up form | Forms | CTF | View Download |
| June 16, 2021 | Child Trust Fund (CTF) change of instructions form | Forms | CTF | View Download |
| June 16, 2021 | Child Trust Fund (CTF) change of registered contact form | Forms | CTF | View Download |
| April 6, 2020 | Child Trust Fund (CTF) Key Features | Key Features | CTF | View Download |
| May 6, 2021 | Child Trust Fund Shares (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | View Download |
| May 6, 2021 | Child Trust Fund Stakeholder (CTF) Pre-Sales Cost & Charges Disclosures | Pre-Sales Cost & Charges Disclosure | CTF | View Download |
| April 1, 2020 | KIID – FTSE All Share Tracker Fund (Share Class 2) | Key Information Documents (KIDs) | - | View Download |
| August 27, 2020 | Child Trust Fund Maturity Election form | Forms | CTF | View Download |
| July 15, 2020 | Child Trust Fund - Update Contact Details Form | Forms | CTF | View Download |
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.