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• ISA
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• ISA allowances
• Account types
• What can I invest in?
• How it works
• Managing your options
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Account Types

ISAs – account types

Ready-made ISA

Not sure what to invest in or want an account which you don't have to actively manage? Our Ready-made ISA invests in our sister company Sharefunds 'SF Portfolio of funds' 'SF Cautious Fund', 'SF Positive Fund', or 'SF Adventurous Fund'. These 'baskets' of funds from well known investment houses enable you to benefit from our expertise and spread risk by diversifying across different markets and sectors.

Simply choose the fund that fits the type of investor you feel you are and we'll do the rest.

'SF Cautious Fund': This is a lower-risk investment that aims to provide an income of 4% gross per annum and some capital growth.

'SF Positive Fund': This is a medium-risk investment that aims to achieve an income of 2% gross per annum and strong capital growth.

'SF Adventurous Fund': For those of you with a greater appetite for risk, this fund aims to achieve higher capital growth through a global investment strategy.

More value for your money!

Not only are the funds managed for you, but they're great value for money as well:

• No purchase dealing commission
• No initial charge
• No sale dealing commission
• No account administration fee

So, all of your money goes into buying your chosen fund.

If you would like to invest in more than one of the SF Portfolio funds, then you will need to open a 'Self-select Funds ISA' and place your deals accordingly.

Before you invest

Please make sure you read and keep a copy of the SF Portfolio Brochure/Simplified Prospectus before you invest in any of these funds. If you have any questions, please contact our customer service team on 01296 41 41 41.

Self-select Funds ISA

Our Self-select Funds ISA has been designed specifically for investing in Unit Trusts and OEICS.

You can choose from over 2,000 funds including those from leading fund houses. Alternatively, you can choose from our Platinum 120 range of funds This range contains funds our Advice team believes have the best long-term prospects and strong management.

You can also choose from the three Funds of Funds from our sister company Sharefunds as detailed in our Ready-made ISA.

More value for your money

With our range of Platinum 120 funds you get even more value in your ISA as there's:

• No purchase dealing commission
• No initial charge for the majority of funds within the Platinum 120
• No account administration fee

So, all of your money goes into buying your chosen fund(s)

Self-select Stocks & Shares ISA

Giving you complete control, our flexible Self-select Stocks & Shares ISA makes it easy for you to purchase a wide range of ISA-eligible investments including stocks & shares, funds, investment trusts,gilts, bonds and exchange traded products (ETFs and ETCs). There's also a wide range of European and North American Securities available to our customers.

Please note: as per H M Revenue & Customs regulations, the majority of AIM (Alternative Investment Market) shares cannot be held within an ISA. Please contact our Dealing team, either by email at dealing@share.co.uk or by calling 01296 41 42 43, before adding your subscription to confirm if an AIM listed share is ISA eligible.

To open and operate the Self-select Stocks & Shares ISA you will need to supply us with an email address, so we can send communications (confirmation of your deals and account statements) by email. You cannot open this account if you do not supply us with an email address.

01296 41 41 41