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
Tip the balance in your client’s favour
Discover how our platform can help you, your clients, and your business accrue value at every step. Plus, we’ve reduced our platform charge, meaning even more value stays in your client’s pocket.
