ISA Investor

The easy, potentially tax-efficient way to invest in the stock market, provided by HBOS Investment Fund Managers Limited.

This product is no longer available to new investment as of 24th June, 2010.

Overview

Our ISA Investor offers you a wide choice of managed investment funds and portfolios.  This means that you can tailor your ISA for growth or income, or a combination of both.

This product is no longer available to new investment.  You may wish to take a look at our Scottish Widows ISA.

If you already have this product, you can still top up online or by phone up to a maximum of £11,280 less any amounts saved in a cash ISA in the same tax year. Read more on topping up your ISA Investor.

As with any stock market-based investment, while you enjoy the potential for good returns, you may get back less than you originally invested. Tax treatment depends on individual circumstances, and may change.

We have not provided any advice on the suitability of this product for your needs, but if you would like advice, book an appointment with a financial adviser online or call 0845 604 1401.

Key documents

Before making an application you should read the following important documents to ensure you fully understand the product choice you are making.

Key Features of the ISA Investor for Income and Plan Conditions (PDF New Window)

Key Features of the ISA Investor for Growth and Plan Conditions (PDF New Window)

ISA Investor Illustration  (PDF New Window)


To view PDF documents you will need the latest version of Adobe Acrobat reader.

To read the PDF document with a screen reader please link to the Access Adobe website

Top up

This product is no longer available to new investment. You may wish to take a look at our Scottish Widows ISA.

If you already have this product, you can still top up online or by phone up to a maximum of £11,280 less any amounts invested in a cash ISA in the same tax year. Read more on topping up your ISA Investor.

Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ