- Save paper. Receive “paperless” short reports
Invest your increased 2013/14 ISA allowance into our Solution Funds now and save money
By investing your 2013/14 ISA allowance into our Solution Funds, by 16th May 2013, you can take advantage of our 0% initial charge offer. The savings are shown below:
|ISA Transfer Amount||Standard initial charge (3.5%)||Promotional initial charge (0%)||Initial charge saving|
The 0% initial charge offer means more money is invested in your fund from day one. For example, investing £10,000 of your ISA allowance would usually have an initial charge of £350, leaving £9,650 to be invested. With our 0% initial charge offer, your entire £10,000 would be invested. Please note this offer only applies to investments made into our Solution Funds before 16th May and additional payments (lump sum or regular) made after the offer date will not receive the discount.
Now’s a good time to apply for your 2013/14 ISA, especially as from 6th April 2013, the Government is increasing your annual ISA allowance from £11,280 to £11,520.
As with any stocks and shares investment, the value and any income from it isn’t guaranteed, and can go down as well as up. You may get back less than your original investment.
How to invest your ISA
To qualify for the 0% initial charge, we need to receive your application for your ISA by 16th May 2013. If you’d like more information about investing in an ISA in one of our Solution Funds speak to us on 0845 608 0384. Alternatively, let us call you:
The seven Solution Funds are rated from cautious to adventurous, making it easier for you to match your approach to risk. They cover a wide range of asset classes and investment approaches, and all offer:
- expert fund managers
- diversification – spreading the risk across different asset classes.
Read more about our Solution Funds including details of other fund charges that will apply.