Aberdeen UK OEIC

ISA

Our ISA is ideal for people who like to benefit from the high growth potential of stocks and shares, but prefer their investments to be managed by Aberdeen's teams of experienced fund managers.

Before you Invest

Before you invest it is important that you read the Aberdeen UK OEIC Simplified Prospectus and application pack which gives more details on all of our funds and includes our Terms and Conditions.

You can also find information about Aberdeen's OEIC funds by product and get help choosing the fund best suited to you in our Aberdeen UK Fund Range Brochure:

• You can choose to invest your Stocks and Shares ISA allowance of £11,280* for the 2012/2013 tax year in an Aberdeen ISA. Invest monthly from only £50 or invest a lump sum from £500
• There are a wide range of funds to choose from

^{*This amount is reduced by the amount invested in any Cash ISA for the same tax year.}

If you have not yet opened a stocks and shares ISA in this tax year and wish to open one with Aberdeen, please follow the steps below.

Key steps

• Decide how much money you wish to invest
• Determine the level of risk with which you feel comfortable
• Choose the fund(s) that meet your objectives
• Download or request a Simplified Prospectus and application forms, complete the relevant application form and return it with your remittance to Aberden Unit Trust Managers or your Financial Advisor, or Invest Online through our Investor Online service(see below)

 

Investor Online

You can invest online or manage your existing investments with Aberdeen using the Investor Online system

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Once you have invested you can keep track of your investments by using our My Portfolio Tool and Email Services to keep up-to-date with market and fund news.

Direct investments may be made by telephoning our Dealing line on 0800 833 580 between 9am and 5pm Monday to Friday. Payment by debit card such as Maestro, Delta, Solo or Switch is accepted. Please note Credit cards are not accepted. We will only accept cheques drawn on a UK Bank or Building Society, denominated in Sterling.

Depending on the funds chosen, you may choose income or accumulation (growth) shares. Once you have invested, you have the flexibility to move your capital between funds as your investment profile changes.