Transfer to us

How to transfer your child's Junior ISA to Unity Mutual

It's easier than you may think to transfer your child's existing Junior ISA, (or Child Trust Fund) they have with another provider to us, without losing any of their tax free allowance for this year.

Simply follow these three easy steps to get things started, or contact us directly when one of our advisors will be more than happy to help:

Step 1.

Read the 'Key Information Document(s)', the 'Terms & Conditions' and our 'Services & Costs Disclosure Document' to ensure the product and services we offer are right for you.

Step 2.

Download and complete our 'Junior ISA Transfer-in' Application form, or, request one be sent to you directly.

Step 3.

Return your completed Transfer-in Application form to us at Freepost UNITY MUTUAL  -   (UNITY MUTUAL must always appear in uppercase) and let us do the rest.

We will issue you with confirmation that the transfer is complete once we have received funds from your current provider.

See below for your options.

Your options

Receive a Transfer Pack by post

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Download a Transfer Form

In order to proceed, please download and read the following documents, and tick the box below to confirm you have read them. You will then be able to download our Transfer-in Application Form.

Junior ISA - Key Information Document (regular premium)
Junior ISA - Key Information Document (single premium)
Junior ISA - Terms & Conditions
Services & Costs Disclosure Document


Confirm