Child Trust Fund

Ways to apply

Before applying, take a look at what you should know before you apply.

Apply by post

Download a printable HSBC Child Trust Fund Application form (PDF)

You can also apply to transfer an existing Child Trust Fund from another provider to us. Simply print and complete the HSBC Child Trust Fund Transfer Application (PDF) and return it to us at the address below.

What you should know before you apply

• As with any investment related to stocks and shares, the price of shares and any income from them can go down as well as up. It is possible that the value may fall below the original investment. This may also happen as a result of changes in the rate of exchange where overseas securities are held.
  
  
• We are not required to assess the suitability of this product for your needs, therefore you will not benefit from the FSA's rules on assessing suitability. The information on this website does not constitute advice. If you are in any doubt about the suitability of this investment we recommend that you speak with an Independent Financial Advisor.
  
  
• Before applying you should read our Child Trust Fund Key Features Document and Simplified Prospectus (PDF) and Terms and Conditions (PDF).
  
  
• Once you have submitted your application, if you would like to make regular contributions you can send a Direct Debit form (PDF) to:
  
  

  FREEPOST CTF-HSBC
  HSBC Investment Funds Administration
  Frobisher House
  Nelson Gate
  Southampton
  SO15 9DF
  
  

• You do not need to send your voucher to us.

Please see the Child Trust Fund Key Features Document and Simplified Prospectus (PDF) for further details on payment methods.

If you wish to apply for a Change of Registered Contact, you can do so by printing off the HSBC Child Trust Fund Change of Registered Contact Form (PDF). You may change the Registered Contact for a Child Trust Fund in the following circumstances:

• The existing Registered Contact no longer wishes to be the Registered Contact for the Child Trust Fund.
• Incapacity or death of the Registered Contact.
• Adoption of the Child.
• Expiration of a previous court order naming the existing Registered Contact as a responsible person for the Child.
• New court order confirming that the existing Registered Contact should cease to be so.
• Lost contact with the Registered Contact.

• The HSBC Child Trust Fund is provided by HSBC Trust Company (UK) Limited, which is authorised and regulated by the Financial Services Authority under registration number 119297. You can check this on the FSA Register.
  
  
• Please note that past performance is not a guide to future performance.
  
  
• Please read our important notes.
  

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