Tell us what to do with your money
To tell us what to do once your CTF matures on your 18th birthday, please complete and return our CTF Maturity Instruction form below. Your instructions have to cover the total balance, which includes all cash and investments in the account.
Please send the completed form back to us as soon as you can and at least three working days before your birthday, so we can carry out your instructions when you turn 18.
Email: forms@eqi.co.uk
Post: EQi, PO box 4923, Worthing, BN996SF.
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Considerations for allocating your CTF balance
Your CTF maturity instructions need to cover the full balance of the investments and cash in your CTF account.
As investments can fall as well as rise, please bear in mind the value of your investments may differ between when you provide the instructions and your 18th birthday.
You also need bear in mind that some accounts, such as a LISA, have a maximum annual allowance.
Investment Risk Warnings
The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.
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CTF Forms
CTF Maturity Instruction form
Please use this form to tell us what you would like us to do with your CTF when it matures.
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CTF forms
National Identifier form
If you are EEA national, please use this guide to provide us with some additional information.
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CTF Forms
Third Party Authorisation form
If you are opening an investment account and would like a parent or guardian to continue to manage your investments, you can nominate them on this form.