Orbis Access Junior Stocks and Shares ISA

TRANSFER A CHILD TRUST FUND TO OUR JUNIOR ISA

Transfer to Orbis Access and save a bundle on fund fees with our fee free offer

Mittens

Transfer or open a new Junior ISA with us this New Year and we'll match your first investment, up to £100!*

*Minimum one year investment.
Terms & Conditions apply

Rating for our Global Balanced Fund as at

Rating for our Global Equity Fund as at

Junior ISA payments

Our Fee Free Offer

  • No fund management fees on money invested in the first 12 months, right until your child turns 18!
  • Also applies to any money transferred in from Child Trust Funds or Junior ISAs
  • After one year, additional contributions only attract fees when we beat our benchmark
  • Set aside up to £4,128 tax efficiently in 2017/18

Why Orbis Access

  • Easy online application and transfers in
  • Invest monthly, or anytime, from just £1
  • Friends and family can chip in too
  • Simple choice of two actively managed funds
  • Our Global Equity Fund and Global Balanced Fund received a five-star Morningstar Rating™ (as at )

How to Transfer

  • Open a Junior ISA account online. It only takes a few minutes.
  • Then, fill out our Child Trust Fund transfer form online and send it to us
  • We take care of the rest. You don’t have to contact your current provider!

You could save {{ fee() | currency }} in fees with our special offer

If you transfer in
and add
within 12 months, invested over
years


A gift they will thank you for (much) later

As a special New Year's treat, transfer a CTF to us before 22 January 2018 and we'll match your first investment, up to £100!*
*Minimum one year investment.
Terms and further details

The value of investments in a Junior Stocks & Shares ISA may go down as well as up, so you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results.
Also be aware that the level of tax savings in a Junior ISA will depend on your personal circumstances and tax rules can change over time.

Call us on
0800 358 2030