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Our ISA Portfolio is a flexible ISA with access to an extensive fund universe and our unique Smoothed Managed Funds
Our ISA Portfolio is built with a range of key features to support you and your clients:- A wide range of investment options to suit various levels of investor experience and attitude to risk.
- The ISA Portfolio is a flexible Stocks & Shares ISA – this means any money withdrawn can be paid back into the ISA Portfolio within the same tax year without affecting the ISA Annual Allowance.
- Exclusive platform access to our unique Smoothed Managed Funds ISA designed to help reduce volatility within clients’ ISA portfolios.
- Re-registration of assets – if your client holds assets in another Stocks & Shares ISA that are also in our ISA Portfolio, those assets can be re-registered when you transfer.
- A competitive tiered charging structure of 0.27% on the first £700k of investment and 0.125% for excess investments over £700k.
- Easy online access for clients through our customer portal, My LV=, so they can see how their ISA Portfolio is performing and manage their details 24/7 online.
Important Information
Here are some important things you should know about our ISA Portfolio:
- The ISA Portfolio is a flexible Stocks & Shares ISA – the value of the Portfolio may go up or down, and your client may get back less than they put in.
- Investments into our Smoothed Managed Funds ISA are with-profits investments which may enable clients to benefit from mutual bonus distributions as well as benefitting from our member benefits.
- Embark Investment Services Limited is the ISA Manager for the ISA Portfolio.
LV= Smoothed Managed Funds ISA
Around 5,000 Mutual Funds and 3,000 Exchange-Traded Investments
Model Portfolio Solutions (MPS)
Important documents
Other products and services
Contact us
0800 032 8298Lines are open 9am - 5pm Monday to Friday.
For TextDirect: first dial 18001
Calls will be monitored and/or recorded for training and audit purposes.
Technical support
For customer and technical support please contact our Customer Experience team on:
Call: 0800 032 9357 or Email: [email protected]
For TextDirect: first dial 18001
Lines are open 9am - 5pm Monday to Friday. Calls will be monitored and/or recorded for training and audit purposes.