Overview
FundZone - our fund supermarket
FundZone gives you access to thousands of funds from many fund managers.
- Comprehensive - wide range of funds, ISA tax wrapper and fund factsheets
- Robust - driven with the same award winning technologies that drive our Wrap platform
- Extensive online services to reduce admin - apply online, produce valuations, update client records, switch funds plus a range of investments tools for fund selection and risk profiling
- Consolidated statements - get an up-to-date picture of the whole portfolio
- Client access to online valuations - if you choose to make this available
- Make reviews easier - all of your client's information in the same place
- Flexible remuneration - lets you design a remuneration structure that suits you and your clients
Investment funds and Stocks & Shares ISA
FundZone gives your clients access to a wide range of investment funds, as well as the Stocks & Shares ISA from Standard Life Savings which is an open-ended, tax-efficient medium to long term investment account.
- Choice of investment funds - managed by Standard Life Investments and other leading fund managers, covering different asset classes, regions and investment styles.
- Simple charging structure
- Access to innovative funds - including the risk based MyFolio funds
- Ability to have 100% investment allocation on ISA - provided no Adviser Charging has been taken
- Cost effective ISA management - transfer existing stocks and shares ISAs to retain tax benefits and manage together
Investment limits
| Minimum initial lump sum investment | £500 |
| Minimum additional investment | £250 |
| Minimum monthly investment | £50 |
| ISA maximum annual investment | £20,000 (2020-21 tax year) |
Regular withdrawals can be taken monthly, quarterly, half yearly or yearly.
The value of your investments can go down as well as up and you may get back less than you paid in. Laws and tax rules may change in the future. Your own circumstances also have an impact on tax treatment.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
