We are currently in the process of upgrading the Collective Investment Accounts (CIA) of all our customers. We’ll let you know when you’re moving to our new technology, at which point you’ll automatically benefit from these upgrades.
Our Collective Investment Account is designed to be used as a medium- to long-term investment, and gives you a flexible way of holding a wide variety of assets in one convenient place, with no limits on the amounts you can invest.
The CIA is often used by investors as a flexible way to invest alongside other tax efficient products, like our ISA. The benefit of this is that you can easily transfer assets to other Old Mutual Wealth products, each tax year, to take advantage of any tax allowances you may have.
