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GENERAL INVESTMENT account (GIA)
Tavistock GIA – an alternative, flexible account for any client
extensive choice
Access to over 5,000 funds and Unit Trusts, as well as the Tavistock ACUMEN range of Portfolios. There is a combination to suit almost all Attitudes to Risk.
ACCESSibility
bespoke to client
Ranging from the cautious to adventurous; providing the potential for growth, income, or both. The ability to spread client money across a variety of assets to achieve a unique portfolio.
Suitability
No Limit
The GIA is an effective solution for investment after ISA tax allowances are exhausted. GIA contributions are uncapped and have no restriction on the amount you choose to deposit.
flexibility
TER and Initial Charge figures are as reported by our brokers.
| Fund Name | ISIN | SEDOL | Buyable | TER | Initial Charge |
|---|---|---|---|---|---|
Request for a new asset to become available on Tavistock - THE Platform
Our GIA has no limit to how much your client can invest, allowing them to keep making investments long after their annual ISA allowance has been used.
Features of the GIA
- No maximum limit for your client’s contributions and investments
- No additional wrapper charges, simply pay the platform fee
- The GIA is included in our tiered pricing structure
- Flexible contributions of any amount, including one-off and regular standing order payments
- Hold investments as a single or joint investor
- Partial or full withdrawals at any time
THE TAVISTOCK GIA – DESIGNED FOR ONCE ISA ALLOWANCE IS REACHED
“Our favorite holding period is forever .”
Warren Buffet
Discover how much your clients could save
Enter values:
investment amount
current platform fee (%)
THE Platform Fee
client saving
How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT