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Key features and terms

  • Key features of the Individual Savings Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Individual Savings Account (ISA). It describes the ISA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find the Old Mutual Wealth's Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

  • Print-friendly key features of the Individual Savings Account (ISA)

    This is a print-friendly version of the ISA Key Features Document.

  • Charge Basis 3 - Terms and conditions for the Individual Savings Account (ISA)

    These are the terms and conditions for the Individual Savings Account (ISA) for Charge Basis 3 customers.


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