Purchasing a Stocks and Shares ISA directly from a product provider
1. Our Commission Rebates
We rebate 100% of our initial commission and 75% of our renewal commission on all funds that provide renewal (or trail) commission and 75% of initial commission rebates for products with no renewal (or trail) commission.
Our initial Commission rebate will normally be applied to the funds to reduce the initial charge. If for any reason we cannot rebate the commission this way, we will rebate the commission by cheque.
Our renewal commission will be rebated based on the amount we have received from your products for any year up 31 October. We write cheques subject to a minimum of £20 in December. Please see our Terms of Business for further information.
2. Already hold investments with the product provider?
In proceeding with this investment a product provider may appoint Clubfinance as your agent automatically for all your existing investments. In which case you will benefit from our renewal commission rebates on your existing investments. If this could cause a problem, please check with the product provider directly what their procedures are.
Some product providers may treat your investment separately under our agency. In which case you will need to send Clubfinance a Letter of Authority to Change your agent on your existing products to benefit from our renewal commission rebate service. Please see our Change of Agent service for further details.
3. The process
The process for purchasing all investment products, including an ISA through is detailed in Our Processes - New Investment.
4. To request information
To use our service, please complete the following form to tell us the investment you are considering arranging through us. On receipt of your form you will obtain a confirmation e-mail that we have received your details and we will contact you by e-mail with the progress until we have obtained the details to e-mail to you.
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- The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations. For many types of investment, you may be placing your capital at risk, meaning that you may not get back the amount originally invested and you may risk losing your entire investment.
- Some investments and policies may only be suitable as medium or long-term products.
- Tax treatments depend on your individual circumstances and may be subject to change in future.
- This website contains financial promotions relating to services offered by and products available through Clubfinance.
- In the event of any conflict between product literature and information provided by Clubfinance, the product literature shall prevail.
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Clubfinance Ltd is authorised and regulated by the Financial Conduct Authority (400139)