To open an ISA
Opening an ISA is simple. Have a look at our terms and conditions, and then just download and complete an application form. Send it back to us, together with a cheque for the amount you wish to subscribe (subject to a minimum of £5,000) and we'll open an account for you and invest your subscription monies into the Iveagh Wealth Fund. Alternatively you can pay over the phone using a debit or credit card. If you are transferring an existing ISA to us, simply download and complete the transfer form and send this to us instead.
The address to write to is Reyker Securities plc, 17 Moorgate, London EC2R 6AR, or you can call us on 020 7397 2580 and speak to one of our team to find out more.
What might I get back if I decide to cash in my ISA?
You will get back the proceeds from the sale of investments, together with any cash held in your ISA. What you get back depends on investment performance and is not guaranteed. You may therefore get back less than you originally invested.
Can I make partial withdrawals from my ISA?
Yes, you can cash in your ISA at any time. We will arrange to sell your holding as soon as possible after receiving written instructions and within five days forward the sale proceeds to your designated bank account.
What will happen to my investments if I die?
We will continue to hold your investments until probate has been granted and we receive instructions from the trustees of your Estate. The value of your investments will form part of your Estate for Inheritance Tax purposes.
| Annual custodial fee | 0.3 % (min. £30.00) |
| Stock settlement fee | £25.00 (per purchase/sale) |
| Plan transfers | £75.00 |
| Withdrawal paid by CHAPS | £40.00 |
| Withdrawal paid by cheque | £10.00 |
| Withdrawal paid by BACS | £10.00 |
No VAT applicable.
The annual custody fee is charged as to 0.15% (subject to a minimum of £15.00) on 6 April and 6 October based upon closing values the preceding day.
The maximum annual custodial fee will not exceed £500.
The stock settlement fee of £25.00 is charges on each purchase and sale of shares in the Iveagh Wealth Fund.
Reyker reserves the right to sell shares in order to raise sufficient cash to cover unpaid fees.
Iveagh's Charges
In addition to our annual custodial fees, Iveagh Limited charge an initial fee in accordance with arrangements made with your IFA. Your IFA will supply you with full details of the initial charge and commissions received by them.
If you have not subscribed via an IFA details of the Iveagh Wealth Fund's charges are available on their website at www.iveaghwealth.com.
Click on the links below to download our documents in PDF format.
 Application Form |
Transfer Form |
| Terms & Conditions |
Account Charges |
Your ISA is covered by the Financial Services Compensation Scheme (FSCS). This mean that in the unlikely event of Reyker Securities plc becoming insolvent or unable to meet claims against it you would be eligible for compensation under the scheme. The actual amount of compensation would be determined by the FSCS rules. If you require more information you can contact the FSCS helpline on 020 7892 7300.
Your financial advisor or consultant has a duty to recommend only products that are suitable for you. You have a legal right to compensation if at any time it can be shown that their recommendation was unsuitable for your circumstances when it was made.
The government has set minimum CAT standards (standing for Charges, Access and Terms) for ISAs.
*This is not a CAT-marked ISA.
*If you are unsure whether the Iveagh Wealth Fund ISA is suitable for you you should contact your financial adviser.
The contract terms and the amount and taxation of benefits described assume that there is no change in tax or other laws affecting the Company or its investments.
The ISA managerReyker Securities plc17 Moorgate London EC2R 6AR t: 020 7397 2580 f: 020 7900 1554 e: This email address is being protected from spambots. You need JavaScript enabled to view it. |
The ISA managerIveagh Limited21 Queen Anne's Gate London SW1H 9BU t: 020 7808 1416 f: 020 7808 1401 e: This email address is being protected from spambots. You need JavaScript enabled to view it. |
If you ever need to complain:
We hope you'll never have any reason to complain about your Ivagh Wealth Fund ISA, but if you do then you should first direct your complaints to Iveagh Limited via the contact details abover. If your complain refers to the ISA management then please contact Reyker Securities plc.
If you are not satisfied with the response you receive then you may complaint to the Financial Ombudsman Service: This email address is being protected from spambots. You need JavaScript enabled to view it.
