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There were 62 questions found for your query: (Page 2 of 4)     Prev | 1 | 2 | 3 | 4 | Next


  1. What is a Regular Trade?What is a Regular Trade?
    A Regular Trade is one that you set up to occur on a regular basis, typically monthly. For share trades we call it our Portfolio Builder service. For Funds trades it is our Funds Builder product.Y ...
  2. What risks should you consider when investing?What risks should you consider when investing?
    The value of investments or income from them may go down as well as up.You may not necessarily get back the amount you invested.Past performance of an investment is not necessarily a guide to its ...
  3. What risks should you consider when investing?What risks should you consider when investing?
    The value of investments or income from them may go down as well as up.You may not necessarily get back the amount you invested.Past performance of an investment is not necessarily a guide to its ...
  4. What are the CAT standards for stocks and shares ISAs?What are the CAT standards for stocks and shares ISAs?
    Charges: an annual charge no more than 1% of fund’s net asset value. Access: a minimum contribution of not more than £50 per month or £500 per year. Terms: at least 50% o ...
  5. When and how often are my investments updated?When and how often are my investments updated?
    For the free non-subscription Interactive Investor Portfolio service, prices are updated in the following way:          London Equities, Indices, Bon ...
  6. What risks should you consider when investing?What risks should you consider when investing?
        The value of investments or income from them may go down as well as up.     You may not necessarily get back the amount you invested.     Past ...
  7. What's meant by phasing my investment?What's meant by phasing my investment?
    In uncertain markets you may want to consider smoothing out the peaks and troughs by drip-feeding your money into your ISA. This can be achieved either by making regular monthly payments or by pha ...
  8. What is the Interactive Investor Unwrapped Account?What is the Interactive Investor Unwrapped Account?
    The Interactive Investor Unwrapped (Investment) Account is an account which you may open through Interactive Investor. It allows you to buy, sell, switch and manage investments within one poo ...
  9. Can I have a joint dealing account?Can I have a joint dealing account?
    At present we do not offer the facility for joint accounts or investment clubs.
  10. Are unit trusts and OEICs expensive?Are unit trusts and OEICs expensive?
    The bid/offer spread within a Unit Trust allows for the initial set-up charges, dealing costs and Stamp Duty. All charges and costs within an OEIC are charged separately as an initial charge whi ...
  11. What is meant by an ‘open-ended’ collective investment?What is meant by an ‘open-ended’ collective investment?
    Unit trusts and OEICs are open-ended collective investments. They are open ended because the number of 'units' or shares in each fund will vary according to supply and demand. Unit trust funds a ...
  12. What is the minimum investment for a dealing account?What is the minimum investment for a dealing account?
    There is no minimum investment for a dealing account, but you must have sufficient cleared funds to place any buy orders or to transfer any cash out of your account. (Please note that the estimate ...
  13. By investment name?By investment name?
    If you know the particular fund you are searching for you can type it in here.
  14. Can I make my own decision about which shares go into an ISA?Can I make my own decision about which shares go into an ISA?
    Yes. As a self-directed investor you have full control about what investments you make for your ISA. You can either put a collective investment like a unit trust in an ISA or pick your own favouri ...
  15. % charge (discount)% charge (discount)
    The initial amount displayed here represents the percentage of your investment you will have to pay in charges. The discounted figure in brackets shows your percentage saving (by buying through In ...
  16. How does this workHow does this work
    The fund filter collects all the criteria you have selected and searches across our full range of funds for suitable matches. It will then produce a shortlist of funds which you can research furth ...
  17. Are unit trusts and OEICs risky?Are unit trusts and OEICs risky?
    Most investments carry risk. Because the money you put into a unit trust or OEIC is mixed (or 'pooled') with the investments of thousands of other investors and then spread across lo ...
  18. Can I have more than one folder/portfolio with the same username and password?Can I have more than one folder/portfolio with the same username and password?
    Yes. To do this follow these steps: Search for an investment as usual and click the "add" tab In the page that appears add the number of units owned and the purchase price. Howe ...
  19. How do I delete a stock entry from my portfolio?How do I delete a stock entry from my portfolio?
    Click onto the "edit" button which appears on the left hand of the stock on the portfolio page. To delete the investment from your Portfolio, ensure the "Delete Entry" toggle is ...
  20. What taxes do I need to be aware of?What taxes do I need to be aware of?
    Unit trusts and OEICs are taxed in the same way as the underlying investments which the fund holds, whether cash, corporate bonds or shares. You will receive a statement each year showing the divi ...
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