Products

A range of options to suit your client's needs
Your clients can hold a range of Products within their Wealthtime Private Client Service. There is a wide  choice of investments available under each Product. It may also be possible to appoint an investment manager or stockbroker.  You can find a brief description of the options available on our Investments page.

Self Invested Pension Plan (SIPP)
The SIPP can hold a wide range of individual and collective investments, as well as stocks and shares and deposit accounts. These investments can be held in a tax efficient way, free of most UK taxes on income and capital gains. Existing benefits from a registered pension scheme can be transferred in. 

Personal Investment Portfolio (PIP)
The PIP can hold a wide variety of investments, including UK and overseas stocks and shares, unit trusts, OEICS, and cash. Cash may be paid in or out, and existing investments may be transferred in or out.

Individual Savings Account (ISA) 
The Wealthtime Stocks and Shares ISA is available for those clients wishing to invest in unit trust or OEIC collective funds. Investors can use up to their full annual ISA allowance to hold investments, free of most UK taxes on income and capital gains. Existing ISAs may be transferred to the ISA subject to the relevant Terms and Conditions.

Offshore Bond
The Offshore Bond is administered in the Isle of Man by AXA Isle of Man Limited and can hold offshore unit trusts and other offshore investments. It may also be possible to use other providers as long as they can comply with our requirements and we with theirs.

For more information please ensure you read the relevant Product Key Facts in the Literature Library.


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