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Why invest in a Jarvis self-select stocks and shares ISA? ISAs are one of the most tax-efficient investments available, with returns free from Capital Gains Tax and dividends sheltered from higher rate tax. Your choice Your self-select portfolio can comprise of as many investments as you wish; furthermore, you can buy and sell holdings as often as you like. Investment limits and deadlines The maximum that can be invested in a stocks and shares ISA each year is £7200 per person. Lump sum investments may be made at any time, as long as your annual limit is not exceeded. Subscriptions must be invested in one or more qualifying investments as permitted by the ISA regulations. The cut-off date for investing in an ISA is 5th April every year. Remember, if you dont invest your maximum allowance by then, you will lose your chance to do so for that year. Transfers It's easy to transfer an existing shareholding into an ISA. These shares will be sold in the stockmarket and the proceeds used (up to the subscription limit) to repurchase shares for your ISA. Under certain circumstances, shares from Inland Revenue approved All Employee Share Option Schemes may be transferred into an ISA without incurring any dealing commissions (and free of liability to Capital Gains Tax on any profit). Cost-effective and flexible investment from Jarvis Jarvis offer a range of Self-Select ISAs, which offer low management costs and a great degree of flexibility. Your adviser will make the investment choices in a Flexi ISA, whereas with the Signature ISA you have complete freedom to choose your own investment portfolios. Signature ISA An unparalleled level of control and investment freedom Now, you can tailor your ISA to fit your views on risk and potential - so you can have as little or as much of each as you want. The portfolio you want, when you want it The Signature ISA allows you to invest in any number of qualifying investments.
You can also buy and sell holdings as often as you want. Simply let us know and we will carry out your instructions in accordance with normal Stock Exchange practice, then confirm all transactions in writing. The secure Your Account section of this website keeps you up to date with statements, valuations and cash balances. After reviewing your portfolio you can even instruct us to make changes online. Download information on the Signature ISA/Nominee Account including Account Charges, Terms and Conditions. Download Signature ISA and ISA Transfer Application Form If you would like to make monthly contributions into your Signature ISA, please complete the Direct Debit Form and return it to us with your completed application form. To view the downloaded documents Adobe Acrobat Reader is required
You do the trading, we do the rest Do you want to buy and sell investments but are fed up with all the hassle? If so, the Jarvis 'Signature' sharedealing service provides low cost and professional administration for all your trading decisions. It takes away the burden of paperwork, individual contacts and administration necessary to turn your decisions into action. Quite simply, we provide the best possible administrative and legal framework for your trading. The Signature Nominee account gives you: Our full range of nominee and cash management functions The convenience of a single contact for all your buying and selling decisions, inside or outside Stock Exchange hours Prompt notification of anything affecting your portfolio, such as rights issues, take-over bids and corporate restructuring
Automatic attention to routine administration, so you avoid problems
like late settlement penalties. The service is designed to make trading as simple for you as possible. You can either use the phone or keep up to date and make buying ands selling decisions on the Your Account section of this website. Download further information on the Signature Nominee account and an application/transfer form. To
view the downloaded documents Adobe
Acrobat Reader is required.
Some useful forms for existing clients A CREST transfer form is used to deposit Certificated Stock Into a Nominee Account. If you have misplaced or lost your CREST Transfer form, this form can be used as a replacement. Please download and print out the form and make sure that you fill in the following details: "Name of Undertaking" - The Company Name (i.e. Barclays or Vodafone) "Description of Security" - Security Description (i.e. ORD GBP1 or ORD USD0.10) "Words" - Number of Shares in Words. "Figures" - Number of Shares in Figures. "In the name(s) of" - Please enter your FULL name and address, exactly as it appears on your certificate. "Please Sign Here" - All of the registered holders of the certificate need to Sign the Form. You can leave the rest of the form as is and we will take care of the rest. Remember to return your certificate with the transfer form if we do not already have it. Send the form and/or the certificate to the address below. If you are still unsure you can see an Example of a completed form by clicking this link: A STOCK transfer form is used to deposit any Stock into a Nominee Account that cannot settle electronically (i.e. through CREST). Securities such as Unit Trusts fall into this category. Please download and print out the form and fill in the following details: "Name of Undertaking" - The Company Name (i.e. Artemis Fund Managers) "Description of Security" - Security Description (i.e. High Income Trust) "Words" - Number of Units/Shares in Words. "Figures" - Number of Units/Shares in Words. "In the name(s) of" - Please enter your FULL name and address, exactly as it appears on your certificate. "Signature(s) of transferor(s)" - All of the registered holders need to Sign here. You also need to sign page 2 at the top and enter the current date. Send the form to the certificate to the address below. If you are still unsure you can see an Example of a completed form by clicking these links:
Jarvis Investment Management plc (Jarvis) is Authorised and Regulated by the Financial Services Authority. Jarvis is a Member of The London Stock Exchange and an HM Revenue & Customs Approved ISA Manager. Jarvis promote a range of execution-only share dealing (nominee and certificated) and self-select ISA accounts. Jarvis owns the copyright to the contents of this website, any downloadable documents. The value of investments can go down as well as up and as a consequence upon withdrawl from or transfer of an account investors may not realise the sum originally invested. If you are unsure of the suitability of our products for you then you should contact an Independent Financial Adviser. |
