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

• Choose from the entire retail fund market place.
• This includes any qualifying retail unit trust, OEIC or investment trust.
• This means, for example, your clients 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

• From 6 April 2010 the maximum your clients can subscribe to a Stocks and Shares ISA is currently £10,200, Why not maximise your clients tax free allowance using a Freedom ISA?

Tailor your clients' portfolio by sector, by manager, by strategy or by a combination of any factors you choose

• We have negotiated substantial discounts with almost all the leading fund managers. This means that the initial cost of your clients investment is kept to a minimum.
• Low cost switching. We don't charge for switching so all your clients pay is the discounted fund managers 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 your client every six months (and always available on-line), and one point of contact no matter how many funds you choose.
• You can transfer existing stocks and shares or cash ISAs into a Freedom ISA. No penalties for transferring at a later date.
• Clients may take an income from their account either by dividend distribution or a fixed sum. The choice is theirs.

Quite simply, the Avalon Freedom ISA could be the only ISA your clients will ever need

• Avalon is not just an online service.
• You can find out more about us by contacting 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 

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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