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Contact a broker: 020 7149 6437 / Switchboard: 020 7739 8200
Each child needs financial security for their grown-up future
The benefits of a Junior ISA with Charles Stanley
Junior ISAs (JISAs) are designed to provide a means for parents, grandparents or the young persons themselves to save and invest in a tax efficient way.
Charles Stanley's JISA services are flexible - from a wide range of Collective Investments you can elect to make your own decisions about which are bought and sold, or you may choose to take advice from one of our highly experienced Investment Managers. Alternatively you may prefer to invest in one or more of our managed funds.
Whichever service level you choose, you can be assured you will receive personalised service support.
The Charles Stanley Junior ISA offers convenience, together with attractive low-cost charges.
If you would like to transfer to a Charles Stanley JISA from another provider supplier, all of a Stocks and Shares JISA must be transferred; this is to ensure the child will only have one of this type. Full or partial transfers from a Cash JISA can be made too, as long as after the transfer process the child has only one JISA of each type. There may be some factors, such as transferring the whole of the current year's subscription, that are also relevant. Please discuss your requirements with both providers before making any JISA transfers.
Our JISA, which only permits investment in Collectives, is a Stocks and Shares JISA as defined by HM Revenue & Customs.
Please click on the above brochure for more information about this service. This brochure should be read in conjunction with the Junior ISA Supplemental Terms and Our Services and Business Terms.
You should be aware that the value of JISA investments may fall as well as rise and the child may not get back the amount originally invested. It is always important to seek advice on the suitability of subscribing to a JISA, as this will depend on individual circumstances.
Investing in a JISA
With Charles Stanley you may select from one of the following ways of investing:
■ Advisory Dealing: This service offers you recommendations on Collectives, as and when you wish to receive them. Advice is given on the whole of the market for funds. Please note that we do not provide ongoing management of the JISA portfolio, and responsibility for its continuing suitability remains with the Registered Contact.
■ Execution-Only: Through one of our stockbrokers or by telephone through our Execution-Only Dealing department in London, this service provides you with the ability to buy and sell Collectives of your choice, without advice.
■ Matterley funds: invest in one of the funds managed by Matterley, our specialist fund management boutique. These include: the IM Matterley Regular High Income Fund, the IM Matterley Undervalued Assets Fund, the IM Matterley International Growth Portfolio and the IM Matterley Equity Fund. Alternatively, if you choose a Blended Portfolio, the JISA will be invested into approximately equal shares of the above funds at the point of each subscription. For more information on the Matterley funds, please refer to www.matterley.com, or ask your Charles Stanley contact.