TAM Jump Starts January with Terrific Triple ISA Treat!


To welcome 2015, TAM are offering investors three brand spanking new ISA offers within three of their existing products

  1. For every new ISA opened within the Focus product range between 1/2/15 and 1/5/15, TAM offer to manage an extra Junior ISA, without any annual management charge (AMC).
  2. For every new ISA opened within the Ethical product range between 1/1/15 and 5/1/16, investors can enjoy NO AMC for the first full year.
  3. For investors in Scotland, TAM offers their innovative Scottish Charities ISA, completely unique to the market and eligible for ISA treats 1) and 2) above.

Focus ISA

Four risk-profiled portfolios
Multi-manager model portfolios
Minimum investment £10,000
0.25%+VAT per annum AMC*

Ethical ISA

Five risk-profiled portfolios
Ethical and socially responsible screening
You Give We Give charitable giving scheme (optional)
Minimum investment £10,000
0.4%+VAT per annum AMC (post one-year no charge)*
(*portfolios carry a 0.25% platform charges)

Scottish Charities ISA

A number of partner charities embedded in a simple application form allowing easy subscription to a partner charity (or registered charity of the client’s choice)
Attracting the free ongoing Junior ISA treat, or the one-year free AMC ISA treat.

TAM understands just how important it is for investors to save for their futures and believes these offers will be the incentive needed to take that step. Please don’t hesitate to contact a member of our team if you would like to benefit from one or more of our triple ISA treats on tel - 0207 549 7650 or email - stephanie.barkway@tamassetmanagement.com




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