Mon-Fri 9:00-17:00

01254 222 700

info@redroseassurance.co.uk

Child Trust Fund Registered Contact Application

If you are over 16 years of age and want to manage your own Child Trust Fund, please complete this form.

This will allow you to provide us with changes to your details, obtain further information about your Child Trust Fund and manage the investment.

By completing the Registered Contact Application Form, you will remove any other persons currently managing your account, this may be a parent or legal guardian and means we can only talk to you about your Child Trust Fund.

If you would like further information before completing the form, please contact our office.

If you are a parent or guardian applying to become the Registered Contact for a child’s Child Trust Fund, please contact our office.

  • Your Details

    • Unique Reference Number (URN)

      The Unique Reference Number (URN) will generally be the same as your National Insurance Number. The URN was provided to us from HMRC when your Child Trust Fund was set up to identify the account.

    • *
    • Your Details
    • *
    • *
    • *
    • Address
    • *
    • *
    • *
    • *
    • *
    • Contact Information
    • *
    • *
    • GDPR Notification
    • The General Data Protection Regulation (GDPR) requires us to provide you with a Privacy Notice. Full details of our GDPR policy and the Privacy Statement can be found on the website here, or you can request a copy to be sent by post by telephoning the office on 01254 222 700. The information you provide us with will be held by Red Rose Assurance. It will be used for setting up and administering your policy. Some information from credit reference agencies may be used to establish your identity in accordance with anti-money laundering rules. We may be required by law to disclose information regarding you or your policy to the regulatory authorities. If you have provided your email address, Red Rose Assurance will send you information regarding this investment and the governance of the Society by email.

      You can stop receiving these emails at any time by clicking the unsubscribe link at the bottom of the emails we send or by contacting the office. We will only send you occasional emails and we will not share your data with any other companies to market their products to you. We may record your telephone calls with us for training and compliance purposes.

      Please tick this box to confirm you have read, and understand, our GDPR policy.

    • Declaration and Signature
    • I apply to become the registered contact.

      I declare that:

      • I am 16 years of age or over;
      • I will be the registered contact for the Child Trust Fund.

      I authorise Red Rose Assurance: To hold the HM Revenue & Customs contributions, subscriptions, CTF investments, interest, dividends and any other rights or proceeds in respect of those investments and cash; To make on the holder’s behalf any claims to relief from tax in respect of CTF investments.

      Before you sign this application, it is important that you read and understand the Terms and Conditions of your Red Rose Assurance Stakeholder Child Trust Fund, which we can provide to you on request. If you have any questions about them, please contact us.

      By signing this application, you will be agreeing to these Terms and Conditions.

      Please tick this box by way of a virtual signature confirming: I consent to the above statements