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SHEPHERDS FRIENDLY STOCKS AND SHARES ISA
Shepherds Friendly Stocks and Shares ISA (Investment ISA)
        
Shepherds Friendly Stocks and Shares Individual Savings Account (ISA) is a tax-exempt savings account that allows you to save via monthly premiums or in lump sums whenever it suits you. Your money is invested primarily in stocks and shares, with the aim of improving the chances of higher returns on your investment over the long-term.
Location: UK
Advantages:
1. Save from £30 a month - You can start saving from just £30 a month, and can add lump sums when you like
2. Access Your Money - Access your money when you want. All we ask is that you leave at least £100 in your ISA
3. Combine With Cash - If you've already got a cash ISA, you can still open and save in a stocks and shares ISA too
4. Tax-Exempt Saving - Our ISA is tax-exempt, meaning your savings will not be affected by income or capital gains tax
5. Quick and Easy - Applying for our ISA is quick and easy, and the whole process can be completed online
6. Open Today - You can open an ISA with us as long as you donít already have a stocks and shares ISA with another provider
Disadvantages:
1. The value of your ISA depends on the future performance of the investments held in the fund and the bonuses we distribute from any profits arising from these investments.
2. H M Revenue and Customs may change the tax status of an ISA in the future.
3. If you make regular withdrawals from the ISA at a higher level than the bonuses added you will erode the value of your investment. You should also be aware that inflation may †have an effect on the purchasing value of your investment in the future.
4. In poor investment conditions we may apply a Market Value Reduction (MVR) when you withdraw your investment and this could mean that you get back less than you have paid in.
Services:
An increase to the value of the money you have invested over the medium to long term (5 years plus) by the addition of regular and final bonuses from the fund.

AER Rate: Varies on Fund
Interest Paid: Annually
Notice Period: Instant Access
Min Deposit: £50 per month
Max Deposit: £15,240 per tax year
Initial Fee: £0
Exit Fee: £0
Annual Management Fee: £0

Products:
Stocks and Shares ISA
Suitable For:
The aim of the Stocks and Shares ISA is to provide you with an increase in value on your investment via interest bonuses, as well a tax-free lump sum that you can access when you like.
Conditions:
Inflation and making regular withdrawals may affect the purchasing value of your investment in the future
Restrictions:
The minimum lump-sum investment is £500
Introductory Offer:
None
Terms and Conditions:
You can start saving from just £30 a month, and can add lump sums when you like
        
REVIEWS
Shepherds Friendly Stocks and Shares ISA - (Which Way To Pay - 21/2/2014)
Shepherds Friendly Stocks and Shares ISA - is ranked 4 out of 5. Based on 1 review.

4 Star Rating

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Shepherds Friendly Stocks and Shares ISA
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