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THE CO-OPERATIVE STOCKS AND SHARES ISA
The Co-operative Stocks and shares ISA (Investment ISA)
        
The Co-operative Stocks and Shares ISA is a tax efficient way to invest in Unit Trusts. You can invest either a lump sum of 1,000 or 50 monthly payments and up to 7,200 a year. A discount of 3.5% will be applied to lump sum applications for investors applying online. Application must be received before 31st December 2010.
Location: UK
Advantages:
1. A tax efficient way to invest in unit trusts.
2. Receive half yearly statements.
Disadvantages:
1. Invest a lump sum of 1,000 or 50 each month.
2. If you withdraw money placed within an ISA in the same tax year, you will not be able to use that part of your allowance again.
3. If you intend to make withdrawals from your Co-operative Investments Unit Trust investment, this will affect the potential for investment growth or income.
4. Managing the trust, such as trustee fees, will be 0.1%
Services:
1. The Co-operative Investments offers eight funds managed by a Manchester-based team of responsible investment professionals who specialise in investing mainly in UK companies.
2. The Co-operative Investments offer 6 Unit Trust funds for your stocks and shares ISA to suit a wide range of needs and preferences; you can choose one or more funds for your ISA

AER Rate: Dependent on fund
Interest Paid: Varies between funds
Notice Period: 14 days
Min Deposit: 50.00
Max Deposit: 7,200
Initial Fee: 5%
Exit Fee: Dependent on fund
Annual Management Fee: 1% - 1.5%

Products:
1. Sustainable Leaders Trust
2. Sustainable Diversified Trust.
3. Sustainable World Trust.
4. UK income with Growth Trust
5. UK Growth Trust.
6. Corporate Bond Income Trust.
7. European Growth Trust.
Suitable For:
Options to suit all types of investor
Conditions:
1. The risk categorisation of your chosen trust(s) may change over time. A trust that matches your attitude to risk today may not always match your attitude to risk. 2. You must be aged 18 or over.
Restrictions:
1. Invest up to 7,200 per year.
Introductory Offer:
3.5% discount when investing a lumpsum online.
Terms and Conditions:
1. Invest a lump sum of 1,000 or 50 each month.
2. You should aim to invest over the medium to long term (five years or more
        
REVIEWS
The Co-operative Stocks and shares ISA (Which Way To Pay - 17/3/2010)
The Co-operative Stocks and shares ISA is ranked 3 out of 5. Based on 1 review.

3 Star Rating

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