Our GIA complements your clients’ existing portfolios and offers around 5,000 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 can be used to hold a broad range of investments within a single account
Must be over 18 and UK resident
No limit to how much you 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.
Ways to apply
You can invest into a GIA for a client online via the website. If you’re unsure, take a look at our Submitting ISA and GIA business guide to get started.
For clients that previously had a Cofunds Cash Account, we've already set up a GIA for them. This is so they can continue to hold cash in its product cash facility.
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.