The Avalon Freedom Individual Savings Account (ISA)

 

The Avalon Freedom ISA offers a level of investment choice almost impossible to find elsewhere.

• Choose from the entire retail market place.
• This includes any qualifying retail unit trust, OEIC or investment trust.
• This means, for example, you can buy the best UK fund and the best US fund even if they are provided by different fund managers.

The subscription limits have changed- why not maximise your tax free annual allowance?

• From 6 April 2010 the maximum your clients can subscribe to a Stocks and Shares ISA is currently £10,200, up from the previous limit of £7,200. For existing ISA holders who have not subscribed the full amount in the current tax year you can download a 'Top Up' form from the Download literature section of our site.

We have negotiated substantial discounts with almost all the leading fund managers. This means that the initial cost of your investment is kept to a minimum.

• Low cost switching. We don't charge for switching so all you pay is the discounted fund manager's charge when purchasing the new fund.
• The secure section of this website allows you to keep up to date with your client accounts and their valuations, including full transaction histories and the ability to view  back-dated valuations.
• Competitive and transparent charges.
• The sheer convenience of one statement sent to you every six months (and always available on-line), and one point of contact no matter how many funds you choose.
• You can transfer an existing stocks and shares or cash ISA into a Freedom ISA. No penalties for transferring at a later date.
• Take an income from your account either by dividend distribution or a fixed sum. The choice is yours.

Quite simply, the Avalon Freedom ISA could be the only ISA you will ever need.

• Avalon is not just an online service.
• You can find out more about us from your financial adviser or contact our friendly  administrative team.
• We will be happy to answer any questions or queries you have.

 Why accept anything less?

• The Freedom ISA is a stocks and shares ISA only. (See Protected Cash ISA for details of our cash ISA)
• Minimum monthly contribution is £80.00 (£40.00 per fund).
• Minimum lump sum is £1,000.00

The Freedom range of products should not be considered short term investments. There can be no assurance that capital growth will occur in the early years and therefore if you withdraw from the investment at an early stage you may not get back the full amount invested. Past performance is not necessarily a guide to future performance and the value of your investment may fall as well as rise. If you invest in investment trusts you should be aware that the share price will not always reflect the underlying net asset value of the investment in its portfolio.

To download our ISA brochures, fact sheets and application forms click HERE

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Avalon is the trading name of Avalon Investment Services Limited.
Registered Office: 2 Market Place, Tetbury, Gloucestershire, GL8 8DA. Registered Number:3792386 England. Authorised and regulated by the Financial Services Authority.