What can be included in your ISAs
What can be included in a Cash ISA
• Cash deposited in bank and building society accounts
• National Savings & Investments (NS&I) products specifically designed for ISAs
• Alternative finance arrangements such as Sharia-compliant products
• Shares in companies and collective investment schemes that fail to meet the qualifying conditions for Stocks and Shares ISAs
• Life insurance policies that fail to meet the qualifying conditions for a Stocks and Shares ISA
• Structured deposits
What can be included in a Stocks and Shares ISA
• Shares issued by companies listed on a recognised global stock exchange
• Corporate bonds, assuming they are at least five years from redemption and pay a fixed rate of interest
• UK government bonds, known as Gilts, and similar securities issued by other countries in the European Economic Area, subject to the same conditions as corporate bonds (see above)
• Units or shares in funds authorised by the Financial Services Authority (FSA) such as unit trusts or OEICs (Open Ended Investment Companies)
• Shares and securities in investment trusts or companies
• Units or shares in UCITS (Undertakings for Collective Investment in Transferable Securities) funds. These are funds based in the European Union (EU) that are similar to authorised unit trusts and OEICs.
• Units or shares in non-UCITS schemes authorised by the FSA for sale to retail investors in the UK
• Shares which have been transferred from an HMRC-approved employee share scheme, such as a SAYE share option or Share Incentive Plan
• Qualifying life insurance policies
• Stakeholder medium-term products
• Exchange-traded funds (ETFs)
• Exchange-traded commodities (ETCs)
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Beaufort Sharedealing
Beaufort Sharedealing offers execution only sharedealing and investment services to private investors. Our aim is to provide you with a simple, straightforward stockbroking service which will allow you to buy and sell shares online, by telephone or with our award winning iPhone app by opening a Beaufort Sharedealing account, or in certificated form by sending us your order through the post. Our commitment to you is that we will provide these services with no pomp or fuss by giving you a clear pricing structure with no annual management fees and no hidden costs. We are an FCA authorised firm (FSA Number 485165) and are a subsidiary of Beaufort International Associates Limited, an FCA authorised firm (FSA Number 194083) who provide investment services including corporate finance to listed companies and a range of stockbroking services to private and institutional investors. MORE INFO If you would like to receive more information on the products and services offered by Beaufort Sharedealing please enter your email address in the box below and press GO. Click here to go to Beaufort SharedealingMORE INFO
If you would like to receive more information on the products and services offered by Beaufort Sharedealing please enter your email address in the box below and press GO.