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

Rating for our Global Equity Fund as at

Rating for our Global Balanced Fund as at

"Whether starting from scratch or transferring in an existing CTF or JISA, this is an excellent double-edged opportunity for parents to kick-start their child's tax-free nest egg."
Andrew Hagger, MoneyComms

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 £4,080 tax efficiently in 2016/17

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!

For example, you could save {{ fee() | currency }} in fund fees

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

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