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Collective Investment Account

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.

Variety of assets in one convenient place

Full income payment date flexibility

Quick and easy online Bed and ISA process

Next steps

Need more information?

Find out more about our Collective Investment Account by getting in touch with your Quilter consultant.

Contact your sales consultant

Key CIA documents

View key features and terms of the CIA, as well as support material and guides on the document library.

Visit the document library