Investment Questionnaires

ISA Details

Other Investment Products

Still Unsure?

New Individual Savings Accounts (NISAs)

ISAs are tax efficient savings accounts. There are two components - Cash and Stocks and Shares.

Cash component

Stocks & Shares ISAs

Mix & Match your ISA

Why Should I Use My ISA Allowance?

How Do I Invest?

Step 1: Complete the appropriate Investment Questionnaire depending on whether or not you wish to receive an income from your investments.

Step 2: We will check through your questionnaire, assign you a client number and email you links to the appropriate product application form(s) and compliance documentation.

Step 3: Upon receipt of your completed documentation and funds, we will invest your monies into the recommended products as per your stated risk profile.

Step 4: Once the policy is set up, we will provide our excellent ongoing support package. For more details, click here.

Why Invest with Heritage?

Heritage offer a great range of investment with market leading savings, excellent initial support and ongoing product management. Click here for further details.

The value of investments can go down in value as well as up. It is therefore important that you understand the risks and commitments. So you can make informed decisions yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.