Ethical Child Trust Fund
If your client wants to be sure that the money they’re putting aside for a child is being invested ethically, then this Child Trust Fund is ideal. Again, remind them that stocks and shares can rise and fall, and that the child may not receive back as much as they’ve invested.
Doing the right thing
None of their child’s money will be invested in the alcohol, arms or tobacco industries, or with gambling and pornography providers.
In safe hands
We look after over 80,000 Child Trust Funds, so you can rest assured that we’ll invest your clients’ money wisely.
Money put into our Ethical Child Trust Fund will be invested in a mix of different assets. They’re usually less volatile than a stakeholder fund, but may not generate as big a return.
Your client is investing to provide a cash sum for a child when they turn 18.
If the child already has a Child Trust Fund with another provider this can be transferred to a Healthy Investment Child Trust Fund.
They might decide to make additional contributions to the Child Trust Fund if they have savings in a bank or building society and they are now looking to put some money into a tax free investment for the child which has some risk that the child might get back less than has been paid in, in return for the possibility of a higher return.
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Working in partnership
Recommending and submitting business to Healthy Investment is easy. There are a number of options and all of our products can facilitate the payment of your fees.
All of the financial advisers we work with have their own dedicated Healthy Investment Business Development Executive.