Our GIA complements your clients’ existing portfolios and offers over 4,000 (September 2019) investment opportunities.
Get more from saving
The GIA is our non-tax wrapped account that gives access to a broad range of investments, with no upper limit on the amount that can be invested.
Features and benefits at a glance
A flexible investment account that your clients can use to hold a broad range of investments within a single account.
Must be over 18 and UK resident.
No limit to how much your clients can invest.
Add up to four joint holders.
Can be used to facilitate payment of fees and charges, by redirecting charges from some other products to the cash facility of the GIA, protecting the tax benefits of other products.
How to apply
Your client can invest into a GIA online, or you can invest online on behalf of your client. The guide Aegon Platform - submitting ISA and GIA business helps get you started submitting GIA business, including the creation of a new client, corporate GIA and Trust GIA information, retrieving quotes and how to take income from a GIA on behalf of your client.
The value of an investment in a GIA can fall as well as rise, and clients may get back less than they invest. Your clients should be prepared to hold the investment for at least five years – ideally longer.