We offer four different ways to invest in our investment trusts– through our Share Plan, through an ISA, through a transfer ISA or through a share exchange.
The Wisdom Share Plan is our basic, plain vanilla low-cost savings scheme that makes it easy to buy or sell shares in our two investment trusts. Your clients can invest lump sums, or regular monthly amounts, or both. And investors can choose whether to receive dividend income, or to reinvest it in more shares.
Works in exactly the same way as Share Plan, but also allows investors to take advantage of the tax benefits of an ISA.
For clients who have amounts already invested in ISAs, you can transfer the money into either one or both investment trusts without losing your tax benefits.
Full information, including the product charges can be found in our product literature.
Witan Wisdom offers financial advisers up to 3% initial commission and 0.5% renewal commission on ISA investments and up to 3% initial commission on Share Plan investments. If you would like to take commission please complete the relevant section on the paper-based application form.
|
|
Current Size: 100%
Issued and approved by Witan Investment Services Limited. Witan Investment Services Limited is registered in England no. 5272533 of 14 Queen Anne’s Gate, London , SW1H 9AA. The VAT registration number for Witan Investment Services Limited is 863 5738 89. Witan Investment Services Limited provides investment products and services and is authorised and regulated by the Financial Services Authority. We may record telephone calls for our mutual protection and to improve customer service.
