Yes, as a child can only hold one Stocks and Shares Junior ISA, any existing Stocks and Shares JISAs will need be transferred to Netwealth. Our client service team will send you a pre-filled form to complete and once received will take care of contacting your current provider.
You can also download, print and fill out our Stocks & Shares JISA transfer form. Once you have filled out and signed the form, it needs to be sent in the post to Netwealth Investments Limited, Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ.
Yes, as a child cannot hold both a Child Trust Fund and a JISA, if they have a CTF this will need to be transferred to Netwealth where it will become a Stocks and Shares JISA. Our client service team will send you a pre-filled form to complete and once received will take care of contacting your current provider.
You can also download, print and fill out our CTF transfer form. Once you have filled out and signed the form, it needs to be sent in the post to Netwealth Investments Limited, Two Fitzroy Place, 8 Mortimer Street, London, W1T 3JJ.
As part of the transfer process we will instruct your existing provider to sell your current JISA or CTF holdings and transfer the cash proceeds to us. Once received we will invest these within 24 hours into your chosen risk level.
There are no charges by Netwealth for transferring in a JISA. However, you should check with your existing provider as some providers do levy exit charges.
