Important Information about the Charles Stanley ISA

To open or transfer your ISA, please carefully read 'Our Services and Business Terms' and our charges literature, then kindly complete and return the application documents to us.

You should be aware that the value of your ISA investments may fall as well as rise and you may not get back the amount you originally invested.

This information is based on our understanding of current UK tax provisions, which may change in the future.

It is always important to seek advice on the suitability of subscribing to an ISA, as this will depend on your individual circumstances.

Current legislation suggests that an ISA would be less suitable for you if you are a nil, or low-rate, income tax payer; and conversely the income tax provisions (as well as the CGT exemption) remain attractive if you are a higher-rate tax payer. If you would like to take advice on whether an ISA is the right vehicle for your circumstances, we would be happy to introduce you to an adviser in our Financial Planning department.