ISA Investor

If you are looking to become a stock market investor, want potential healthy returns or a regular income, and you’re prepared to invest your money for at least 5 years, our ISA Investor offers you an excellent opportunity to make the most of your annual ISA allowance.

Our ISA Investor offers you a wide choice of managed investment funds and portfolios. You decide which you want. This means that you can tailor your ISA for growth or income, or a combination of both – and to suit your personal attitude to risk.

You can open an ISA Investor with a minimum contribution of £20 and if you will be 50 or over on 5th April 2010, you can invest up to £10,200. All other eligible ISA customers can currently invest up to £7,200, but please remember tax rules may change in the future.

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

• Choose funds for growth or income or a combination of both or select one of our portfolios.
• Invest a lump sum or set up a regular payment of at least £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.
• Share in the potential of stock market investment through a range of managed funds or portfolios
• No initial or exit charges and a competitive yearly management charge.
• While you enjoy the potential for good returns, you may get back less than you originally invested
• Peace of mind -  expert advice always available if required
• Flexible – switching between funds is currently free
• Easy to operate – get information and manage your plan online

Do you want to invest for growth or income?
Read our ISA Guide for more information

What funds are available for this ISA?
See them in more detail on our Fund Selector

Explore your attitude to risk
Decide whether you’re cautious, adventurous, or something in between with our Risk Profiler

Useful links

Information about ISA Rules
Common ISA Investor Enquiries
Transfer an ISA from another provider
Top up your ISA Investor
Find out more about other ISA options

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 for Income and Plan Conditions (PDF New Window)

Key Features of the ISA Investor for Growth and Plan Conditions (PDF New Window)

Information about our services and costs (PDF New Window)

ISA Investor Illustration (PDF New Window)

For details of PDF software please read our Accessibility page

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

You’re now ready to complete your ISA Investor 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.