Investment funds & ISA on FundZone

Overview

FundZone - our fund supermarket

FundZone gives you access to over 4500 funds from more than 130 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 over 2,000 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 (2019-20 tax year)


Regular withdrawals can be taken monthly, quarterly, half yearly or yearly.