Halifax Bank

Phone: +44 113 242 2229, +44 113 279 8302
Email: security@halifax.co.uk

Scottish Widows ISA

A stocks and shares ISA provided by Scottish Widows Unit Trust Managers Limited
Choose from a range of investment funds to make the most of your potentially tax-efficient ISA.
-Invest a lump sum of at least £1,000 or set up a regular payment of at least £150 per month
-You can invest up to £11,280 in a stocks and shares ISA, less any amounts you may have paid into a cash ISA in the same tax year
-Make additional payments from £10 per month or £250 for a lump sum
-There is currently no initial charge if you transfer your ISA from another provider to a Scottish Widows ISA
-An initial charge of at least 2% of each of your payments, is taken before shares are bought. There is an annual management charge (AMC) of 1.5% for this product. The AMC is included in the Total Expenses Ratio (TER), which covers yearly costs of the fund and may vary throughout the investment period.
To apply for a stocks and shares ISA or discuss whether it might be suitable for you, book a no-obligation appointment with a financial adviser.

You can book an appointment online or call 0845 604 1401.*

*Lines are open Monday to Friday 8am - 8pm &


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