How do I change the registered contact for an IBUKL Junior Stocks and Shares ISA?

SEND TICKET TO CLIENT SERVICES Please contact Client Services to obtain an officer change form. Select Application Assistance as the ticket category followed by Document Request, then type "…

You will need to submit a transfer instruction to Interactive Brokers (via the transfer & pay funding page in Client Portal), and if, in IBUKL’s discretion IBUKL decides to accept the transfer, IBUKL will instruct your existing ISA manager to transfer the investments (where IBUKL supports such investments) and/or cash into your child’s IBUKL Junior Stocks and Shares ISA. Where IBUKL does not support all the investments held at your existing ISA Manager, you can either liquidate these investments yourself prior to submitting your transfer instruction to IBUKL via Client Portal (any cash proceeds of such liquidation will be transferred into your child’s IBUKL Junior Stocks and Shares ISA) or you can instruct IBUKL (as part of your transfer instruction via Client Portal) to do so on your behalf…

Professional, registered advisors can create one or more account applications for a client and use Docusign to send everything for each account to the client on one package with all documentation for the client to sign electronically.  This is available for individual, joint and IRA accounts…

You have a legal right to cancel your child’s IBUKL Junior Stocks and Shares ISA if you change your mind but there are time limits on doing so.

Additional Information…