ISA & PEP

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  • ISAs (Individual Savings Accounts)

  • PEPs (Personal Equity Plans-Transfers only)

 provide tax efficient investment opportunities. We are here to help you plan and manage your investments. Please  contact us now.

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  • Open a new ISA or OEIC & Unit Trust Investment Account
  • Transfer in existing ISAs or PEPs held with other Account /Plan Managers
  • View values, holdings and transactions on all your existing accounts
  • Top up existing accounts (current tax year ISA and OEIC & UT Investment Accounts only) or
  • Switch holdings on any/all of your existing accounts with Fidelity among the many providers available on Funds Network

Tax efficient Savings with

ISA's or PEPS

 

 

Telephone:

0845 2300 073

In all cases you will be asked to select your chosen investments from the extensive list of available funds.

Please note that if you are opening a new account, you will be asked to read and accept the Terms & Conditions of the Fidelity ISA, PEP or OEIC & Unit Trust Investment Account through which you will hold all of your selected funds.

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