ISAs

ISAs

ISAs (Individual Savings Account) are tax efficient wrappers that sit around an OEIC fund.

Insight Investment offers an ISA which allows you to invest up to £7,200 in stocks and shares in the 2008/09 tax year. By investing in an ISA you can enjoy any income or growth earned free from personal tax liability.

To set up an ISA simply download an application form or call us and we'll send you one. Then just select the funds you want to invest in, complete the form and return it to us.

 If you have any questions about ISA investments please contact us on 0845 777 2233

Time to transfer your existing ISA?

Perhaps you’ve been investing in an ISA for some time now or have previously held a PEP investment (all PEPs became Stocks and Shares ISAs on 6 April 2008).  If you're not happy with the performance of your investments, you can transfer them into an Insight Investment ISA.  We have a wide range of funds available and some of these may be better suited to your investment needs, which will probably have changed since you first took out your ISA.

In order to transfer your ISA, simply download an application form or call us and we’ll send you one. Then just select the funds you want to invest in, complete the form and return it to us and we'll take care of everything.

If you have any questions about ISA transfers please contact us on 0845 777 2233

Please note, if you elect to transfer your ISA and the markets rise before the transfer is finalised, you may lose income or growth. We only accept ISA transfers in cash and your existing ISA manager will organise this by selling your existing ISA holdings and forwarding the cash proceeds to us. We will not charge you for transferring your ISA, but your existing ISA manager may charge you an exit fee or other costs associated with the transfer. You should also be aware that some of our funds charge an initial investment fee.   The tax benefits of ISAs depend on your individual circumstances. To find out more, please speak to your financial adviser.