This is an important notice for all parents and guardians, and particularly clients who are investing in the Unit Trust on behalf of a child or children (any person below the age of 16).

LEGAL REQUIREMENTS

When Your Child Turns 16

When your child reaches 16 years old, please ensure you send us a certified copy of their ID card (both front and back). This is a legal and regulatory requirement to keep both parties compliant.

When Your Child Turns 18

When your child reaches 18 years old, by law, you will no longer be authorised to request redemptions on their behalf, to be paid into your bank account.
We therefore strongly advise you to ensure your child has a bank account registered under their own name when they turn 18, where they can receive disbursed funds.