Product Information

We offer three different ways to invest in our investment trusts– through our Share Plan, through an ISA or through a transfer ISA.

Witan Wealthbuilder Share Plan – The Wealthbuilder Share Plan is our basic, plain vanilla low-cost savings scheme that makes it easy to buy or sell shares in our two investment trusts. Your clients can invest lump sums, or regular monthly amounts, or both. And investors can choose whether to receive dividend income, or to reinvest it in more shares.

Witan Wealthbuilder ISA – Works in exactly the same way as Share Plan, but also allows investors to take advantage of the tax benefits of an ISA.

Wealthbuilder Transfer ISA – For clients who have amounts already invested in ISAs, you can transfer the money into either one or both investment trusts without losing your tax benefits.

Witan Wealthbuilder Share Exchange - Allows your clients to exchange any unwanted or underperforming shares for shares in either Witan or Witan Pacific. We accept all equities, gilts and fixed interest securities listed on the London Stock Exchange. All dealing charges will be waived by Witan Wealthbuilder for selling unwanted shares and reinvesting the proceeds.

Full information, including the product charges can be found in our product literature.

Commission

Witan Wealthbuilder offers financial advisers up to 3% initial commission and 0.5% renewal commission on all investments within the Shareplan and ISA. If you would like to take commission please complete the relevant section on the paper-based application form.