The YOUR ISA is a simple and easy-to-use stocks and shares ISA via the YOUR Platform. Contributions or withdrawals can be made on a regular basis or via lump sums.
The features of our ISA are as follows.
| Flexible as standard | You can replenish withdrawals, or adviser charges, within the same tax year without impacting the ISA allowance. |
| Flexible investment strategies and reporting | You can open as many ISA accounts on the platform for each client as your planning requires. Our ISA Manager (SECCL) will manage the reporting and use of a single allowance, but you can ringfence pots and invest in different strategies to best match your clients’ objectives. |
| Regular money in and out | Regular investments can be made by standing order on any date, or by Direct Debit on the 7th, 14th, 21st or 28th. Regular money out can be paid on the 7th, 14th, 21st or 28th. |
| Simple Bed and ISA | A simple entirely online bed and ISA process. |
| Junior ISA options | We can open Junior ISAs. Same flexible investment approach and simple processes to open, fund and top up. |
You can see the full keyfacts document for here.
You can see the full keyfacts document for JISA here.