ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
OverviewAbout our Investment Account
For investors who require the option of investing outside of a pension and an ISA. Investments can be made either as a lump sum or as a regular savings plan. Once invested, your clients will have access to over 5,500 investment options.
Our Investment Account offers access to over 5,500+ funds and ETIs, such as Exchange Traded Products, Investment Trusts and equities, from over 240 different fund partners. All assets are held in one account and there are no restrictions on the amount a client can invest or withdraw.
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Benefits at a glance
- The minimum investment for most funds is £1,000 with top-ups from as little as £250
- Investments held elsewhere can be re-registered or transferred to us so that everything is held in one convenient place
- Value for money through a competitive charging structure
- Clients can take a natural income or make fixed regular withdrawals
- Flexible cash management options are available – cash can be held within an Investment Account as part of the product structure
- Accounts can be designated to support a specific usage (such as investing on behalf of a child)
- Trustee and company accounts are supported
- A wide range of online reports are available to firms
- Our Investment Account is fully integrated into our model portfolio and DFM service
- A range of adviser fee options are available – as agreed with your clients
- Our 'Quote and Transact' service makes it easier for you to manage your clients and prospective clients.
Recommending our Investment Account
In order to help you in your due diligence process, we have produced a guide covering the reasons why you can recommend our Investment Account to your clients.
It covers all the features of our Investment Account, including the investment range and charges as well as platform services such as reporting and our adviser fees services.