{
  "url": "https://openlegislation.uk/individual-savings-account-regulations-1998/regulation-5DZ",
  "json_url": "https://openlegislation.uk/individual-savings-account-regulations-1998/regulation-5DZ.json",
  "legislation": "uksi/1998/1870",
  "legislation_title": "The Individual Savings Account Regulations 1998",
  "legislation_url": "https://openlegislation.uk/individual-savings-account-regulations-1998",
  "path": "regulation/5DZ",
  "kind": "regulation",
  "number": "5DZ",
  "heading": "Treatment of ISA where funds transferred under regulation 13A of the Child Trust Funds Regulations (maturity of child trust fund - instructions)",
  "text": "(1) This regulation applies where a qualifying individual has given an instruction under regulation 13A of the Child Trust Funds Regulations that investments be transferred by way of subscription to an account under these regulations.\n(2) A subscription made in accordance with this regulation must be disregarded for the purposes of—\n(a) the overall subscription limit under regulation 4ZA(1) (subscriptions to an account other than a junior ISA account); and\n(b) the conditions under regulations—\n(i) 10(2)... (d) (qualifying individuals who may invest under an account that is not a junior ISA account nor a Lifetime ISA);\n(ii) 10A(2)(f) (Lifetime ISA qualifying individuals who may invest under a Lifetime ISA); and\n(iii) 12B(4)(d)(i) to (iii) (conditions for application to open an account that is a Lifetime ISA).\n(3) Where a qualifying individual has given an instruction in relation to funds held otherwise than in cash, such transfer may be made in specie.",
  "extent": "E+W+S+N.I.",
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Regs. 5D-5DM inserted (8.8.2012) by The Individual Savings Account (Amendment) (No. 2) Regulations 2012 (S.I. 2012/1871), regs. 1, 11"
    },
    {
      "type": "F",
      "label": "F2",
      "text": "Regs. 5DZ, 5DZA inserted (6.4.2020) by The Individual Savings Account (Amendment) Regulations 2020 (S.I. 2020/30), regs. 1(1), 4"
    },
    {
      "type": "F",
      "label": "F3",
      "text": "Words in reg. 5DZ(2)(b)(i) omitted (6.4.2024) by virtue of The Individual Savings Account (Amendment) Regulations 2024 (S.I. 2024/350), regs. 1, 12 (with reg. 2)"
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/1998/1870/regulation/5DZ",
    "retrieved_at": "2026-10-29T11:24:14.041613+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}