Citi Investment ISA Service
Why invest?
With Citi’s global knowledge and experience, our Investment ISA professionals can help you meet your objectives.- Providing for your family
- Planning for your future
- Wanting to grow your wealth
Our service leverages Citi's global reach to take advantage of our local, regional and global investment expertise and resources.
more about Citi's ISA solutions
There is currently a 3% initial subscription charge on the amount invested applicable for a Citi Investment ISA, which includes access to professional advice from your dedicated Investment Consultant. Annual management fees also apply.
No fee is charged by Citi for transferring an existing Cash or Stocks and Shares ISA from another provider to your Citi Investment ISA.
Favourable tax treatment of ISAs may not be maintained in the future if law and HM Revenue and Customs practice change. The value of the tax treatment described will depend on your individual circumstances.
Why Citi?
Citi Investment ISAs bring together the extensive research and insight from our global, regional and local knowledge with your personal goals. You will benefit from the guidance and expertise of a professional advisor when constructing your tailored ISA solution.- Bespoke ISA solutions to suit your goals, attitude to risk and financial objectives
- Wide range of funds available to diversify risk and maximise potential returns
- Access to your Investment Consultant’s knowledge as well as Citi’s global research and insight
- Reviews upon request to ensure your ISA remains on track with the flexibility to switch funds if required
- Opportunity to submit applications available until 2 April 2013 to utilise your tax efficient ISA allowance for the 2012-2013 tax year
- Flexibility to make lump sum investments or monthly contributions