What is the Vantage Fund Account?

If you have already used your tax allowances and wish to make further investments we believe our Vantage Fund Account is the most convenient and cost effective way to do so.

The Vantage Fund Account allows you to invest in your choice of funds within a single account. There is no limit to the amount you can invest and you can view your investments online, 24 hours a day, 7 days a week. Placing new deals or switching investments couldn't be easier - you can do so online, by telephone or by post - giving you complete flexibility and control over your investments.

Savings of up to 5.5% on over 1,700 funds

Transfer existing funds

You can transfer any other funds you hold into Vantage and benefit from annual loyalty bonuses.

We have negotiated special terms with fund management companies which allow us to discount most, if not all, the initial charge for over 1,700 funds. This means more of your money stays invested and on £10,000 could mean as much as £500.

Not only will you benefit from the initial savings each time you invest, you could also benefit from annual loyalty bonuses of up to 0.5% on many funds - again helping you keep more of savings working for you.

As well as funds you can also hold cash within the Vantage Fund Account. This allows you to invest cash and then be ready to react when you spot an opportunity. You can also sell holdings within your fund account and hold the cash during volatile stock markets or until you decide where to reinvest.

Your website and internet accounts are extremely easy and straightforward to operate. I have had confidence in all my dealings with you as the staff are always knowledgeable and polite, they explain things in easy-to-understand language.

Miss Kinmouth, Kent

Twice a year you will receive a statement showing the value of all your funds at a glance along with any other investments in our Vantage service such as an ISA. We shall also send you a consolidated tax statement (showing any income you need to declare to the taxman) which you can simply attach to your tax return.

If you hold funds elsewhere you can easily transfer them into the Vantage Fund Account. Not only will you benefit from the convenience of having all your funds in one account, you could also qualify for the loyalty bonuses of up to 0.5% every year.

Information at your fingertips

In addition to the constantly updated fund research, prices and reviews on our website, you'll regularly receive copies of our Investment Times magazine - packed full of investment ideas, articles from our experts and much more.