We already offer you access to over 1,700 OEICs and unit trusts, just under 80% of which are at the best available price in the market. Our new technology platform expands our investment range to include exchange traded funds, exchange traded commodities and investment trusts, giving you more investment choice to service a wider range of client needs.
- Access over 600 exchange traded investments.
- A wide range of passive and actively managed assets across all major asset classes.
- Accessed via a competitive dealing charge.
View a list of our range of exchange traded investments here.
Which products deliver your extended investment range?
| ETFs | ETCs | Investment trusts | OEICs | Unit trusts | |
| ISA | ✔ | ✔ | ✔ | ✔ | ✔ |
| JISA | ✔ | ✔ | ✔ | ✔ | ✔* |
| CIA | ✔ | ✔ | ✔ | ✔ | ✔ |
| CRA | ✔ | ✔ | ✔ | ✔ | ✔ |
| CIB | ✗ | ✗ | ✗ | ✔ | ✔ |
* Discretionary services for Junior ISA are WealthSelect MPS only.
Offshore Bonds investing in the Collective Investment Account
Important: some exchange-traded investments are considered non-permissible assets for offshore bond investors. There are currently seven exchange traded commodities (ETCs) available that are non-permissible and these must not be selected if your client’s CIA is held in an offshore bond. If your client holds an ETC within an offshore bond then they may be subject to an additional tax charge. To ensure that offshore bond investors do not invest into these assets, no legal entity identifier (LEI) will be present on your client’s Collective Investment Account where it is held as an asset of an offshore bond.
A competitive dealing charge
We’ve partnered with experienced stockbroker, Winterflood Securities, to provide a competitive and straightforward service with a dealing charge based on how the trade is instructed, as follows:
Trades inside a model portfolio
- £1 per asset being bought or sold
Trades outside a model portfolio
- £3.50 for trades valued at £10,000 or less.
- 0.035% for trades valued at more than £10,000
- £15 cap per asset trade
Please note, stamp duty* and a PTM levy** apply when trading investment trusts.
* Stamp duty - HM Revenue & Customs (HMRC) charges stamp duty of 0.5%.
** PTM levy - £1 applies to each investment trust trade valued over £10,000.
Multiple investment strategies in a single account
Did you know that you can now hold individual assets, like individual funds, ETFs or investment trusts, alongside one or more model or discretionary portfolio within the same tax wrapper? This gives you additional flexibility to deliver the investment strategy that is best suited to your client.