Are you ready to invest
The My Smarter (ISA) could be for you if:
- You are aged 18 or over and are a UK resident for tax purposes.
- You are looking to invest for the medium to long term. This means at least 5 years and ideally 10 or more.
- You do not intend to invest in another stocks and shares ISA for the tax year 2017/18.
- You are comfortable that the value of your My Smarter (ISA) can go down as well as up, and that you could get back less than you paid in.
- You accept Scottish Friendly's charge to manage the With-Profits fund, which is currently 1.5% deducted from the value of your ISA each year.
Important documents to read:
Before applying for your My Smarter (ISA), please download and read these important documents.
Product Guide and Terms & Conditions
Key Information Document for the With-Profits fund
SunLife Key Facts about our services
You'll be taken to Scottish Friendly's application form.
Any questions? Call free on 0800 904 7611. Monday to Friday: 8.30am-5.30pm