Individual Savings Account (ISA). Tax efficient savings for our clients wishing to invest in unit trust or OEIC collective funds.

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Individual Savings Account (ISA).
| ISA Key Features and Terms and Conditions.

These Key Features should be read in conjunction with the Terms and Conditions.

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Individual Savings Account (ISA).
| ISA Direct Debit Instruction.

Instruction to your Bank or Building Society to make regular subscriptions into
your Wealthtime ISA by Direct Debit. Please complete and return to Wealthtime.

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Individual Savings Account (ISA).
| ISA Regular Withdrawals Request Form.

This Form should be signed and completed if you wish to make regular withdrawals from your Wealthtime ISA.

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Individual Savings Account (ISA)
| TISA Flexible ISA Customer Leaflet - February 2016

This leaflet issued by TISA explains the ISA Flexibility changes introduced from 06 April 2016.

The Wealthtime Private Client Service is administered by Wealthtime Limited, which is authorised and regulated by the Financial Conduct Authority.
Wealthtime recommends that before making a decision regarding this service and the investments you should contact your Financial Adviser.

Wealthtime Limited, The Oak House, Barford Lane, Downton, Salisbury, Wiltshire SP5 3QA T: 01725 512925 E: admin@wealthtime.co.uk

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