Quilter's Collective Investment Account
Our Collective Investment Account gives your clients a flexible way of holding a wide variety of assets in one convenient place, outside of a tax wrapper. It’s supported by a comprehensive CGT tool and a quick and easy online Bed and ISA process.
Features and benefits
- Access over 2,600 OEICs and unit trusts, and over 800 exchange-traded investments.
- Manage multiple investment strategies within the same account, for different time horizons.
- Invest a lump sum of at least £2,500.
- Make regular contributions of at least £99 per month or £1,000 per annum.
- Full income payment date flexibility, including the option to pay distributions straight to your client.
- The account can be jointly owned and it accepts investments from SIPPs, SSASs, charities and corporate investors.
- It is supported by a comprehensive CGT tool and a quick and easy Bed and ISA process.
- Clients enjoy a simple service charge with family linking available to help reduce the cost of investment.