NatWest Monthly Portfolio Builder ISA
Full product details for the NatWest Monthly Portfolio Builder 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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NatWest Monthly Portfolio Builder ISA Features & Benefits
| Account Type | Investment ISA | |
| Minimum Monthly Investment | £25 | The minimum monthly premium is £25 for equities or £50 for unit trusts. |
| Minimum Lump Sum Stocks & Shares ISA Investment | £0 | The ISA is aimed at those who wish to invest a small amount each month, but one-off payments can be made at any time. |
| Number of Investment Funds | 1,900 funds | The investor can choose up to 10 stocks and/or funds in which to invest each month. The customer can select from over 1900 funds at the BrokerLine Fund Supermarket, over 1400 are available at no initial charge The client can also invest in UK Equities on the FTSE 350 share index or any UK-Listed Exchange Traded Funds (ETF). |
| Shares | yes | Direct investment in shares listed on the FTSE350 share index or any UK-Listed Exchange Traded Fund is available within this product. |
| ISA Initial Charge | 0% | There is no initial charge at ISA level. |
| ISA Annual Fee | up to £25+VAT | Where the total value of the ISA is less than £10,000 there is an annual fee of £25 + VAT. If the value is £10,000 or more there is no charge. |
| ISA Transfer In Fee | no | There is no charge for transfers in. |
| ISA Transfer Out Fee | 50 + VAT | There is a transfer out fee of £50+VAT plus the relevant administration fee calculated on the plan value at the date of closure. |
| Minimum Initial Investment | £25 | 25 |
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