Adam & Company Investment Management Ltd Adam Self Select ISA
Full product details for the Adam & Company Investment Management Ltd Adam Self Select ISA savings account, including application criteria, introductory rates, rates, isas, children's savings, over 50s isas, account access, account management, fees & charges, business accounts and structured investment plan.
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The preferential charging structure that MW have negotiated with the Plan Manager is dependent upon the investment of the maximum annual ISA subscription in only one of the MW funds.
Number of Investment Funds
4 funds
The following funds are available through the Adam & Co ISA: MW Balanced MW Emerging Markets Fund MW Income MW Smaller Companies
Shares
no
Shares are not available within this product.
ISA Initial Charge
0%
There is no initial charge for any of the funds available.
ISA Annual Fee
0.5 + VAT
An ISA Management charge of 0.5%+VAT of the value of each plan is charged and debited to each plan each year subject to a maximum of £200+VAT.
ISA Transfer In Fee
no
There is no transfer in charge.
ISA Transfer Out Fee
no
There is no transfer out fee.
Minimum Initial Investment
£7,200
7200
Application Criteria
Permanent UK Resident
yes
This product is only available to individuals who are permanent UK residents.
Minimum Lump Sum Stocks & Shares ISA Investment
£7,200
The preferential charging structure that MW have negotiated with the Plan Manager is dependent upon the investment of the maximum annual ISA subscription in only one of the MW funds.
Minimum Initial Investment
£7,200
7200
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