Transfer your ISA

Click the image to download the i-stock ISA Transfer Form

ISA Transfer Form

Click here to view the ISA Transfer Form

Individual Savings Accounts (ISAs)

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What is an investment?

An investment means putting money into an asset, with the aim of its value increasing over time.

Why invest?

Investing provides the opportunity for your money to grow over time and enable you to create greater wealth.

What does ISA stand for?

ISA stands for Individual Savings Account.

What is an ISA?

An ISA is an Individual Savings Account, which allows you to save and/or invest, with any gains being completely tax free.

What are the benefits of an ISA?

You will not pay tax on any gains within an ISA.

How do I set up an ISA?

Your ISA will be created by i-stock when you deposit money into your account. We will do all of the work on your behalf.

What types of ISAs are there?

There are five types of ISAs; cash ISA, stocks & shares ISAs, Innovative Finance ISAs, Help to Buy ISAs and Lifetime ISAs.

Stocks & shares ISA only.

Can I Transfer my existing ISA(s)?

You can transfer any ISA you hold elsewhere to i-stock. This is a manual process, but i-stock will administer this on your behalf. Transferring an existing ISA to i-stock will allow you to access the benefits of our investment offering across your wider savings pot.

Stocks & Shares ISA only.

How do ISAs work?

Your ISA can hold your investments. It is a tax efficient investment account with an annual limit on what you can invest. For more information please refer to our ISA page.

What is my ISA allowance?

The annual ISA allowance is set by the government and subject to change. In the 2018/19 tax year, the ISA allowance is capped at £20,000 per year.

What is the minimum I can invest?

The minimum you can invest is £50 a month or a one-off payment of £500.

What are the benefits of a stocks and shares ISA?

Stocks and shares ISAs allow you to access investment funds which will subsequently invest in an array of different holdings.

How much can I invest each year?

The maximum amount that you can invest in an ISA in the 2018 to 2019 tax year is £20,000. If you have already used some of your annual allowance, this amount you can invest going forward will be lower. It is your responsibility to establish how much you are able to invest in an ISA with i-stock. You will need to agree to our terms and conditions before you invest, which states you are not exceeding your annual ISA allowance of £20,000.

Are there any penalties when accessing my money?

No. With i-stock, we will never charge you any fees or issue any penalties for withdrawing your money.

Can I monitor my investment?

You can monitor your investment within the i-stock app. The performance of your investment is tracked within your valuation homepage, and you will also be sent a performance report summary every 3 months.

What does the portfolio invest in?

The portfolio is globally diversified, investing in approximately 15,000 underlying positions. The portfolio also uses investments known as “derivatives” to provide the protection.

Can I top up every month?

Yes, you can do this on a month by month basis or set up an automatic monthly direct debit. This offers a convenient way to increase your overall monthly savings.

Can I withdraw at any time?

Yes, you are able to instruct withdrawals from your investment at any time. It may take a few days for your withdrawal to settle, but the cash out process can begin whenever you choose.

If you require any further information, you should find most answers in our FAQs, otherwise please feel free to contact the i-stock helpdesk. Alternatively, you can send us a message below.

By completing the form below you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the appropriate data protection requirements

i-stock is a trading style of Tavistock Private Client Limited authorised and regulated by the Financial Conduct Authority with FRN 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE +44 (0) 1753 867000. www.tavistockam.com thinking@tavistockam.com. The product provider for the i-stock ISA and GIA is Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 8

Acumen Portfolio 7

The ACUMEN Portfolio 8 will be actively managed, on a highest risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 7

ACUMEN Portfolio 7

Acumen Portfolio 7

The ACUMEN Portfolio 7 will be actively managed, on a highest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 6

ACUMEN Portfolio 6

Acumen Portfolio 6

The ACUMEN Portfolio 6 will be actively managed, on a high medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 5

Risk Profile 5 Portfolios:

Acumen Portfolio 5

ACUMEN Portfolio 5 will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Portfolio

ACUMEN Income Portfolio will be actively managed, on a low medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Income Protection Portfolio

With the ACUMEN Income Protection Portfolio the protection level is 85% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have three portfolios that comply with a Risk Profile 4

Risk Profile 4 Portfolios:

Acumen Portfolio 4

ACUMEN Portfolio 4 will be actively managed, on a lowest medium risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

Acumen Capital Protection Portfolio

With the ACUMEN Capital Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

Acumen ESG Protection Portfolio

With the ACUMEN ESG Protection Portfolio the protection level is 90% of the highest value ever achieved by the portfolio. You can protect a significant amount of your initial investment, as well as protect a substantial amount of any future profits.

AVAILABLE NOW

We have one portfolio that complies with a Risk Profile 3

ACUMEN Portfolio 3

Acumen Portfolio 3

ACUMEN Portfolio 3 will be actively managed, on a low risk strategy. The portfolio will invest in a number of different asset classes across global markets, including shares in companies, bonds, property and commodities.

AVAILABLE NOW