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Collective Investment Account (CIA)

The CIA allows clients to hold a wide range of collectives (unit trusts and OEICs) outside a tax wrapper in one convenient place. This might be useful if, for example, they have already fully utilised their ISA allowance.

It will accept the following types of investment:

  • Single/Joint Applicants
  • Trusts
  • SIPP
  • SSAS/Occupational Pension Schemes
  • EFRBS (FURBS)
  • Corporate
  • Club/Associations

We offer a range of CIA specific support, including a Capital Gains Reporting tool which helps you in preparing clients’ tax returns. Bed and ISA functionality allowing you to move money from CIA to ISA quickly and easily is also available, plus information about the taxation of investments within the CIA is available via Informer our technical planning resource.

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