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Halifax ISA Investor - Stakeholder Option
The Stakeholder Option within the ISA Investor lets you invest lump sums or make regular payments into the Cautious Managed Fund, which invests in stocks, shares and other investments.
Our Stakeholder investment products meet Government requirements in relation to payments, charges and where your money is invested.
Read on to find out more and apply online today.
| Benefits include: |
| No initial charges or exit charges |
| A current yearly management charge of 1.5% reducing to 1% after 10 years of continuous investment in the Cautious Managed Fund |
| Manage your plan online, stopping and starting payments when you want |
| Invest a lump sum of at least £20 or a regular monthly payment of at least £20 |
| Your money will be invested in the Cautious Managed Fund which meets Government Stakeholder requirements when invested in through the ISA investor |
| Invest up to £7,200 in a Stocks and Shares ISA less any amounts invested into a Cash ISA in the same tax year. |
The value of your investment can go down as well as up and is not guaranteed. You may get back less than you originally invested. Before applying, to see what you might get back please read the ISA Investor Illustration PDF
You should look to invest for at least five years and we recommend that you also have other savings to meet your short term needs.
Next Steps
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Read on to find out more and apply online for an ISA Investor - Stakeholder Option. |
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No advice has been given on this plan. If you would like to receive individual advice regarding the suitability of this product, you can book an appointment with a Halifax financial adviser. They give advice on the Halifax range of products. |
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You can even top up your payments online. |
