Insight
Investment ISA and PEP Transfers
Insight Investment ISA and PEP Transfers
OEICs,
ISAs and PEP transfers
In order to help you select funds which best meets your clients'
needs, Insight Investment have split their fund range into
three categories: Foundation, Classic and Professional.
Foundation
funds are designed for new investors or those who want a low
cost, CAT Standard ISA within their portfolio.
The
range of Insight Investment Classic funds contain a series
of core asset class funds suitable for investors wishing to
build a balanced portfolio either on their own or with your
help.
Finally,
the Insight Investment Professional funds are a range of more
specialist funds which are suitable for investors taking advice
from you or who are highly experienced.
Insight
Investment offers its range of funds through OEICs, ISAs and
PEP transfers.
Insight
Investment have also created a range of innovative product
features, such as Loss limiter and Profit Sweeper, which you
and your clients can use to create a tailored investment product
that does what you need it to do. Further information about
these features is contained in their key features document.
For
further information on Insight Investment ISA and PEP Transfers
visit the Insight Investment website.
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