ISA Investor - Stakeholder Option

The Stakeholder Option within our ISA Investor lets you invest lump sums or make regular payments into our 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.

Tax year end approaching – make the most of this opportunity.  You can open an ISA Investor online until 8pm Monday 5th April.

• Your money will be invested in the Cautious Managed Fund which meets Government Stakeholder requirements
• Invest a lump sum of at least £20 or set up a regular payment from £20.
• If you will be 50 or over on 5th April 2010, you can invest up to £10,200 in a stocks and shares ISA less any amounts you may have paid into a cash ISA in the same tax year.
• All other eligible ISA customers can currently invest up to £7,200, in a stocks and shares ISA less any amounts you may have paid into a cash ISA in the same tax year.   
• No upfront charges and a competitive yearly management charge reducing after 10 years of continuous investment in the Cautious Managed Fund
• Share in the potential of stock market-based investment. While you enjoy the potential for good returns, you may get back less than invested.
• Flexible – Stop and start payments when you want
• Easy to operate – get information and manage your plan online

Before making an application you should read the following important documents to ensure you fully understand the product choice you are making.

Key Features of the ISA Investor - Cautious Managed Fund and Plan Conditions  (PDF New Window)

ISA Investor Illustration (PDF New Window)

Information about our services and costs (PDF New Window)

For details of PDF Software please read our Accessibility page

Once you have read these documents, go to the Apply Now page

You are now ready to complete your ISA Investor Stakeholder Option application

Applying is very simple and totally secure.

What’s more, you can use your existing Halifax online bank account.

You will need the following details:

• Your National Insurance Number
• Your bank account details

To apply over the telephone, call us on 0845 604 1401.

We have not provided any advice on the suitability of this product for your needs. If you would like advice please make an appointment with one of our Financial Advisers.

Tax year end approaching – make the most of this opportunity.  You can open an ISA Investor online until 8pm Monday 5th April.