General investment account
Everything your clients can’t fit in the ISA.
The place client money goes once the ISA is full. No contribution cap and the widest range we offer.
Our GIA offerings
One account for individuals, companies and trusts
GIA FOR INDIVIDUALS
Flexible investing for individuals.
An individual GIA is a flexible investment account, opened for and owned by a single person. It allows for a variety of investment options, including shares, ETFs, funds, and bonds.
An individual GIA is ideal for clients who:
Have already used their annual ISA allowance
Want holdings the ISA won’t take: direct equities, ETFs, equities
Hold surplus capital in a managed portfolio outside the ISA
GIA FOR CORPORATES & TRUSTS
Business & trustee assets in one account
Owned by the company or trust, no contribution cap. For surplus corporate cash or trustee assets in a managed portfolio. Taxed on the entity's circumstances.
A Corporate/Trust GIA is ideal for clients who:
Need a flexible solution for their business or trust assets
Need non-individual accounts set up at onboarding, not by exception
ISA & GIA at a glance
