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Open to UK residents over 18, our General Investment Account is for clients looking to make investments in the medium to long term (at least five years). It also has no limits on how much your clients can invest, so if they've used up their annual ISA allowance they can keep on investing.
This account is intended to be a medium (at least 5 years) to long term (over 10 years) investment.
The value of your client’s investments could go down as well as up, they may get back less than they paid in.
We offer over 5,000 funds from more than 150 fund management groups. We also provide access to a wide range of other investments including exchange-traded funds (ETFs), Investment Trusts and directly held shares.
The Financial Services Compensation Scheme (FSCS) protects consumers but it doesn’t protect investments against performance. This means that if we’re unable to pay claims / benefits because of financial difficulties, your client would be able to make a claim with the FSCS if they are eligible. There are limitations to the amount of your client's investment that is protected. Please see the Key Features Document for details of the limitations.
Our pricing structure has been built on simplicity, so our charges are clear, simple and transparent.
Our General Investment Account lets you manage new or existing investments all in one place.
We offer a range of product wrappers allowing you to review and manage your clients' investments all in one place.
Manage your clients' portfolios quickly and easily using our tools or get an illustration.