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The Witan Wealthbuilder Share Plan is a simple savings scheme that enables you to invest in the shares of the two trusts available on Witan Wealthbuilder. The Share Plan offers the ability to have dividends to be paid out or reinvested to buy more shares. You can invest with a lump sum or with regular contributions. The Witan Wealthbuilder Share Plan is not as tax efficient as an ISA, but it is more flexible because there are no maximum subscription levels and accounts can be held jointly or even designated to a child.
Why consider a Witan Wealthbuilder Share Plan?
We offer you three investment trusts each ideally suited for long-term savings.
There is no annual management fee.
Witan Wealthbuilder allows you to set up an account in joint names or designate the investment to a child.
You can save as much as you like, our minimum subscription is just £25 per quarter.
Witan Wealthbuilder offers live online dealing and valuation functionality. We also offer telephone and postal dealing.
Our dealing charge of 1% or £15 flat fee for online dealing is very competitively priced.
How do I invest?
You can invest either online or by postal application:
Please also download our brochure which contains our terms and conditions, then send it to:
Witan Wealthbuilder
PO Box 4605
Worthing
BN99 6QY
You can also request an application pack through the post.
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