To transfer a CTF account to Pilling & Co, simply complete a CTF transfer form. Please ensure that you complete all sections of the form indicating whether you wish to open a stakeholder or non-stakeholder CTF to enable us to process your application as swiftly as possible.
If you are opening a non-stakeholder CTF and wish to deal with no advice, you may send details of the investment(s) required upon receipt of the transferred funds.
You can also send either a cheque payable to Pilling & Co Ltd for an additional contribution of up to £4080 or share certificates with signed Crest transfers for a “Bed & CTF”. If you wish us to contact you before dealing please indicate this with your application and our dealing department will be happy to call you and discuss your requirements.
Feel free to call us with any questions you may have about CTFs on 0161 819 4850 between 9.00am and 5.15pm on any business day when there is always somebody here to help you.