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.

• No initial 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

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 attitude to risk tool

Useful Links

Common ISA Investor Enquiries
Transfer your ISA from another provider
Top up your ISA Investor

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 Growth and Plan Conditions
ISA Investor Illustration
Information about our services and costs

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

It won’t take long. Applying is very simple, totally secure, and you’ll be finished in a matter of minutes.

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
  
  If you would rather apply over the telephone, call us on 0845 600 0169* between 8am - 8pm Mon - Fri & 9am - 1pm Sat.