Child Trust Fund Transfer In Application Ethical

Ethical Child Trust Fund Application

We are delighted that you have decided to transfer your child’s existing Child Trust Fund to a Healthy Investment Ethical Child Trust Fund. Please complete the simple steps. If you have any questions about the Ethical Child Trust Fund or application process, or if you would like us to send you an information pack and transfer form by post, please call 0161 762 5790 or email us enquiries@healthyinvestment.co.uk
Before you can proceed, please confirm that you have read and understood the following documents.
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 or 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*

Please read through these documents before proceeding with your application.

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 trust fund.

The Child Trust Fund declaration requires your confirmation in order to enable your application to be processed. If you have any questions regarding these documents please call us on 0161 762 5790.
Data Protection Information

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Healthy Investment Declaration

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We will never share your information with other companies or organisations for marketing purposes.
*
- I confirm that I have noted the data protection information, and my agreement to the Healthy Investment declaration.
- I agree to receiving newsletters and other emails from Healthy Investment which, under data protection rules would be classed as marketing emails. I can unsubscribe at any time.

Summary
This is a summary of your Ethical Child Trust Fund Transfer Application. Please check your details carefully before you proceed. Once you are happy, please click the Submit button below.

Ethical Child Trust Fund Application