- An annual Service Fee of just 0.25%, plus an Investor Fee of £45 if not being paid on another account already
- No restriction on the maximum contribution they can make
- Initial and top-up contributions can be made using either a debit card or cheque
- Withdrawals can be made at any time, or you can set up a regular withdrawal plan
- Existing investments can be re-registered to have everything in one place
- Accounts can be designated to support specific usage (such as investing for a child's wedding)
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Investment Accounts
For investors who require the option of investing outside of a pension and an ISA.
New investments can be made either as a lump sum or as a regular savings plan. Once invested, your clients will have access to over 5,000 investment options.
Advantages for your clients
Please note that the value of investments and the income from them can go down as well as up so the client may get back less than they invest.
Advantages for you
- A range of adviser fee options
- Corporate and individual accounts
- Our 'Quote and Transact' service makes it easier for you to manage your clients and prospective clients
Support for your business
Tax year end planning: tools and resources
With the tax year end rapidly approaching, why not check out our dedicated web hub? It contains everything you need at this busy time of year, including all the tools and resources that can help with managing client accounts. It also contains information on application deadlines and tips on avoiding delays. What’s more, there are a range of videos that run through the main tax year end considerations for financial planners.
Visit the hub