Do I need to be a UK taxpayer to have an ISA?
You do not need to be a UK taxpayer to have an ISA. Some people are
eligible for an ISA who are not taxpayers and who do not have a
National Insurance Number.In addition if you have taken out an ...
- 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 ...
- Is it possible to enter or track "short positions" in Quotestream or the Web Portfolio?
The addition of "short positions" (negative shares) is currently available on our system. In the Quotestream Desktop application, you will note that the "# Shares" column will reflect a red down ...
- How do I trade with the Online Trading Platform?
If you want to trade or place an order you can click on the particular instrument and you can then select the number of contracts you wish to trade and indicate whether you are going long or ...
- What is the difference between an ISA and a unit trust / OEIC?
An ISA is an individual savings account, into which the government allows you to invest £7,200 (current limit) tax efficiently. The ISA is simply a wrapper that surrounds the investments tha ...
- How long does it take to fund my share dealing account with the Direct Debit?
To fund your Share Dealing account will take five business days.
- How can I change my Nickname or the name which is displayed in my portfolio?
At the moment you can't. We may introduce a facility where you will be able to change your nickname but this is not likely to happen for some time.If however you really need to change your n ...
- 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 ...
- What is offered in an Interactive Investor ISA?
Within our stocks and shares ISA you can invest in any of the unit trusts and OEICs available in the Interactive Investor Fund Supermarket. You can a ...
- Can I trade international shares through my Interactive Investor ISA or SIPP?
Yes.You can trade shares on the US and European makets as well as eligible UK shares within your ISA or SIPP.
- Will I receive a dividend?
If a person has a 'long' open CFD position, they receive a dividend 'adjustment' which is the equivalent to 90% of the gross dividend. If they are short then they are charged the adjustment which, ...
- What is new about the portfolio?
The new portfolio has been extended to allow you to track your wealth.
You can now keep track of assets in addition to your investments such
as your house and your debts like your mortgage. The ...
- 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 ...
- How do I settle my trades?
HSDL (the providers of the Interactive Investor Share Dealing Service) will settle all trades on your behalf. You don't need to do anything, just make sure that the funds, or shares, are available ...
- FT Performance Rating?
The FT Past Performance Rating shows a particular fund's performance over the past 3.5 years relative to other funds in the same FT Risk Profile (and not relative to all funds). The rating provide ...
- When will a TradePlan order expire?
TradePlan orders on UK larger company shares can be set to remain valid for up to 90 business days. The order will expire at the end of this pre-determined period, unless it is cancelled beforehan ...
- What is the difference between Actively Managed vs Index Tracker funds?
The fund managers of Actively Managed funds actively consider and
select specific investments to hold within the fund in accordance with
the funds objectives. Whereas fund managers of Index Trac ...
- Where can I get further information on funds?
Check out the ISAs and funds sections on Interactive Investor's website.
You can also refer to the trade body, the Investment Managers
Association who provide leaflets on unit trust i ...
- What is meant by “Funds”?
When we refer to funds we are talking about collective investment
schemes (see below). Primarily, these are unit trusts and OEICs but
could also cover investment trusts.
- 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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