Permitted Investment Types

The Killik & Co ISA offers you one of the widest possible ranges of investment freedom. Your choices include both unit and investment trusts, individual companies’ shares and bonds UK and Foreign.

Switching between investments is also easy within our ISA, all we require is your verbal instruction and you don’t lose any of the tax benefits at any time.

What can I invest in with an ISA?

• Equities (UK and Foreign)
• Funds (Unit Trusts, OEICs and Investment Trusts)
• Bonds (UK and Foreign, as well as Gilts)

What can’t I invest in with an ISA?

• Equities listed on AIM or certain other stock exchanges
• Unauthorised Investment Funds

The regulations governing which investments may or may not be held within an ISA are set by Her Majesty's Revenue and Customs (HMRC). For clarification on whether a specific investment is eligible, please consult your Broker.