The Investment ISA is for clients who want:
- Potential of income and/or capital growth
- Potential tax efficiency
- Investment for the medium to long term (at least 5 to 10 years)
Features & benefits
Not for your client?
Take a look at our other investment options: Collective Investment Account or our Capital Protected Fund.
The Investment ISA has been designed to offer you and your client a flexible way to invest
- Risk is spread over a number of assets within a fund
- Flexible way to invest as increments are allowed (minimum of £500)
- Access to specialist and experienced fund managers
- Wide choice of funds
- Potential for medium to long term growth and/or income
Features & benefits
To help offer your clients the best return on their investment we have:
- A variety of professionally managed funds invested directly or indirectly in a range of assets
- Funds to suit differing client risk profiles
To view your funds, please select 'Scottish Widows Sh CI - HIFML' in the 'Fund Manager' drop down box on the page from the following link:
View fund factsheets, fund prices and fund performance.
Online services
Complete a range of tasks quickly and easily using eServices
Literature
Download sales aids, application forms, key features, adviser and client guides from our Investment ISA literature.
Tools and calculators
Our online tools and calculators can help you make clear recommendations, including reports to support your recommendations and an audit trail for compliance purposes
