Scottish Friendly Assurance Friendly Bonus ISA Features & Benefits
(currently displaying summary information only)| Feature / Benefit | Summary | Details | Rating out of 5 | ||
|---|---|---|---|---|---|
| Application Criteria: | |||||
| Permanent UK Resident |  | yes | This product is only available to individuals who are permanent UK residents. | ||
| Minimum Initial Investment | | £15 | £15 |  | |
| Minimum Monthly Investment | | £15 | The minimum monthly premium is £15. | | |
| Minimum Stocks & Shares ISA Investment | | £500 | The minimum investment is £500. | | |
| Children's Savings: | |||||
| Children's Savings Account | | no | no | ||
| Over 50s ISAs: | |||||
| Over 50s Investment ISA Top Up Allowed | | yes | Additional top up contributions to the new £10,200 maximum (less any amount saved in a cash ISA) are permitted for those aged 50 and over. | ||
| Account Access: | |||||
| Account Type | | Investment ISA | Investment ISA | ||
| Account Management: | |||||
| Number of Funds | | 1 funds | Investment will be in the Scottish Friendly with-profits fund. |  | |
| Shares | | no | Shares are not available within this product. | ||
| Fees & Charges: | |||||
| ISA Initial Charge | | 4 | The ISA initial charge is 4%. | ||
| ISA Annual Fee | | up to £2/month | A plan fee is charged on regular monthly savings by reducing the number of units held. The fee is currently £2.00 per month and will be reviewed...expand | ||
| ISA Transfer In Fee | | no | There is no transfer is fee. | ||
| ISA Transfer Out Fee | | no | There is no transfer out fee. | ||
