There are now just four weeks left to make the most of your clients' £20k tax free ISA allowances for 2021/2022. If you have new clients looking to open an ISA then here's a reminder of the range of investment options we have available to them:
Mainstream model investment portfolios
14 year track record
0.3% AMC
7 Defaqto risk-rated portfolio choices
Passive model investment portfolios
4 year track record
0.15% AMC
5 risk-graded portfolio choices
ESG model investment portfolios
8 year track record
0.4% AMC
5 Defaqto risk-rated portfolio choices
Sharia-compliant model investment portfolios
7 year track record
0.5% AMC
5 risk-graded portfolio choices
Opening an ISA with TAM is a simple and straightforward process:
- Request a pre-investment proposal via email using our digital proposal request form.
- Review the tailored proposal with your client.
- When they are ready to proceed, complete our digital TAM DFM and TAM ISA application forms.
- Send us the completed application forms and funds for investment.
Please note, for all existing ISA top ups and new ISA subscriptions, cheques must be received in our office by close of business on Friday 18th March 2022. Electronic payments can be accepted up to and including Tuesday 5th April 2022 (ideally before 13.00pm).
If you have any questions regarding an existing ISA top up or new ISA application, or to speak to us about our discretionary investment services in general, please do not hesitate to get in touch with one of our business development managers who will be very happy to help.