Heritage Informer

Open Ended Investment Companies

If you are looking for more information about open ended investment companies, then here at Heritage Financial we can help address any issues or questions that you may have and guide you through the process of making the right decision for your money whilst also making sure that you have the right protection for your nest egg.

Open ended investment companies or OEIC's for short are not tax free  as are ISA's but they do have many other alternative benefits for you. OEIC's have the very attractive option of being able to switch between funds tax free as and when your investment evolves. Another attractive feature is that there is just a single pricing structure in operation which means that both the bid price and offer price are the same and the charges are paid for separately in what is called a "dilution levy".

Because open ended investment companies run a lot of funds, when you decide to switch between funds you can usually expect this to be either free or of a nominal cost. This means you can manage your portfolio easily and according to the current market conditions with the hassle of having to worry about the effect of incurring large costs when switching funds.

Why not take a further look into open ended investment companies by clicking this LINK, this will give you further details and also allow you to compare what we can offer you here at Heritage Financial Services.

If you require any further information about open ended investment companies and the benefits that the possess then please feel free to contact us either via telephone, fax or email, details can be found via this LINK. We are always happy to speak with you and our advisors can help answer any questions you may have about all of our products and services.

 

 

 

   
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