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Transfer to a OneFamily Junior ISA

How to transfer a JISA

We make it as simple as possible to transfer a Junior ISA from another provider to us, and we won't charge you to do this. However, please do check with your current provider in case they have any charges.

Make sure our Junior ISA is the product you're looking for by reading the Important Information booklets
Choose the fund that's right for you by reading the Key Investor Information documents
Send us your completed transfer form - via post only: FREEPOST ONEFAMILY (this is the full address)

Choose a fund

Frequently asked questions - transferring to a OneFamily Junior ISA

What is the difference between a Stocks & Shares and Cash Junior ISA?

In a cash Junior ISA, your money is held as cash and interest is paid on the total amount. A Stocks & Shares Junior ISA invests your money into different assets including company shares, bonds, fixed interest assets and property. The price of these change daily, so your account value will go up and down.

Our Junior ISA invests in stocks and shares. Stocks and shares are usually considered a good option if investing over the longer term as this helps even out fluctuations in the stock market and provides good growth potential. However, this comes with a degree of risk. The value of stocks and shares can go down as well as up. Whilst this is normal for stocks and shares it does mean that your child could get back less than is paid in.

Is my child eligible for a OneFamily Junior ISA?

A child is eligible for a OneFamily Junior ISA if:

• They are under age 16

• They do not already have a Child Trust Fund (CTF) or were born after 3 January 2011 and therefore ineligible for a CTF. Note - if they do have a CTF, it can be transferred into a Junior ISA

• They are a UK resident. If they aren’t they can still be eligible if you, as parent or legal guardian, are working overseas as a Crown Servant, or you are married/ in a registered civil partnership with such a person

Can I transfer a CTF into a Junior ISA?

Two Junior ISA options to choose from

Please read all relevant documents below to get an understanding about how each fund is invested, then choose the fund that suits you best. As our Junior ISA invests in stocks & shares, its value can go down as well as up, so your child could get less than was paid in.

Family Charities Ethical Trust Fund

UK investments chosen for their environmental sustainability and ethical standards

Invest your money into companies in the UK who focus on operating in a more sustainable way and ensure good supply-chain labour standards. Invests into sectors including pharmaceuticals, consumer goods and healthcare.

Avg. yearly
growth*
Fund
size
UK
investments

Risk rating

Lower Higher

Fund performance:

*Performance includes all charges payable. Please remember that past performance should not be seen as an indication of future performance.

You can find out more about this fund in our Key Investor Information Document and Fund Factsheet

Transfer form

Please send your completed form to:
FREEPOST ONEFAMILY

Family Balanced International Fund

A balanced mix of assets for modest growth with better protection from losses

Invest your money in a wide range of assets including company shares and property, as well as fixed interest assets to reduce your risk of loss. A wide range of investments includes companies in the UK, Europe, US, Far East and emerging markets.