What can you invest in with the Equiniti Shareview Dealing ISA?
The investment remit for ISAs is very broad. This means you can create a balanced portfolio of investments including shares, corporate bonds and gilts.
You can diversify your investment with funds too.
You can also invest in investment trusts, exchange-traded funds (ETFs) and basically any stock traded on what HM Revenue & Customs deem ‘Recognised Markets’. This therefore does exclude some AIM and Plus listed stocks. For more information please visit www.hmrc.gov.uk
You can even hold cash in the Equiniti Shareview Dealing ISA while you are deciding which investments to choose.
What are the costs of an Equiniti Shareview Dealing ISA?
There is an annual fee of just 0.5% of the value of your holdings, with a minimum of £20 and maximum of £75 + VAT.
Stock dealing charges are:
- From £12.50 online per trade for general dealing.
- From £5.00 per trade with SmartDeal bulk dealing.
- From £1.75 per trade with a regular investment.
Rates and charges (PDF)
A Stocks and Shares ISA is like all other investments in that, their value and any potential income from them can go down as well as up.
Move certificated shares in to an ISA
If you have existing shares as a paper certificate, you can make these holdings tax efficient by putting them in to your Stocks and Shares ISA, once opened. The link below will open a pop-up explaining how to transfer these shares in to your ISA.
Transfer certificated shares to a Stocks and Shares ISA