- The ISA manager is Quilter Investment Platform Limited and the nominee company is Quilter Investment Platform Nominees Limited
- Over 2,600 unit trust and OEIC funds to choose from
- Access to Exchange Traded Funds (ETFs) , Exchange Traded Commodities (ETCs) and Investment Trusts
- Cash functionality
- Flexi ISA capability allowing clients to meet any short-term cash needs
- Facility to ‘gross up’ contributions to include adviser fees and optimise the client’s annual ISA allowance
- Straight-though, online Bed & ISA facility to move funds from the client’s Collective Investment Account
- Electronic re-registration
- Online one-off customer withdrawals of up to £75,000, as well as regular withdrawals.
- Direct Debit collections and regular withdrawals can be paid on any date from 1st – 28th of the month.