ISAs

This page is for Professional Financial Advisers only

Our ISA does not currently support flexible withdrawals and we do not currently offer a Lifetime ISA.

Cofunds Investment ISA

The Cofunds Investment ISA is a stocks and shares ISA providing a tax-efficient way to save or invest. The ISA limit for the 2017/2018 tax year is £20,000 and with thousands of funds available on Cofunds, your clients can build a portfolio to manage a lifetime of investments.

The Cofunds Investment ISA offers:

  • easy fund switches
  • online top-ups
  • a cash reserve for future investments - monthly interest payments and no minimum amount

Ways to apply

You can invest into an ISA online via ‘My client dashboard’ or, if your client already has a stocks and shares ISA with another plan manager read the three options below:

  1. 1. Re-registration

    Re-registration is a fund transfer without the need to sell from the existing ISA and buy a new ISA – avoiding any initial charges and risks of being out of the market.

    It’s ideal for clients who want to keep their existing funds, as long as they’re available on Cofunds.

  2. 2. Cash transfer

    Cash transfers are ideal for clients who want to select different funds during their transfer to Cofunds (e.g. portfolio re-balancing), or who hold funds that aren’t available for re-registration.

  3. 3. Cash ISA

    Clients are able to transfer their existing cash ISA into a Cofunds Investment ISA, keeping their investments within the ISA wrapper.

Charges

Access 'My trading terms' within 'My information' to create a personalised fund charge schedule with tailored terms for your portfolios.

Important information

The value of an investment can go down as well as up. Your clients may get back less than they invest. Although there is no fixed term, clients should be prepared to hold an investment for five years or longer.

Contact us

Contact us to find out more about the Cofunds Platform.