Please note
If you’re looking to invest in the With Profits Stocks and Shares ISA, please use the v8 KIDs. If you’re an existing customer, please check your plan document to see which version is right for you. If it doesn’t say v9, and you opened your plan on or after 31st December 2012, you have a v8 ISA.
Opted into Ongoing Advice Service
The documents below are right for you if you’re opted into the OAS (or plan to opt in when you take out the product).
Online application with single investment/transfer
Read these KIDs if you’re applying for your ISA directly online and paying in a lump sum.
Online application with monthly payments
Read these KIDs if you’re applying for your ISA directly online and making monthly payments.
Advised application with single investment/transfer
Read these KIDs if you’re applying for your ISA through a Specialist Financial Adviser and paying in a lump sum or transfer.
Advised application with monthly payments
Read these KIDs if you’re applying for your ISA through a Specialist Financial Adviser and making monthly payments.
Opted out of Ongoing Advice Service
Use the documents below if you’re not opted into the OAS (and don’t plan to opt in when you take out the product).
Online application with single investment/transfer
Read these KIDs if you’re applying for your ISA directly online and paying in a lump sum.
Online application with monthly payments
Read these KIDs if you’re applying for your ISA directly online and making monthly payments.
Advised application with single investment/transfer
Read these KIDs if you’re applying for your ISA through a Specialist Financial Adviser and paying in a lump sum or transfer.
Advised application with monthly payments
Read these KIDs if you’re applying for your ISA through a Specialist Financial Adviser and making monthly payments.
Find another Key Information Document…
Not sure which Key Information Document applies to you? Just contact our Customer Relationship Centre on 0800 058 2965.
What is the Ongoing Advice Service (OAS)?
Opting in for the Ongoing Advice Service (OAS) service means your Specialist Financial Adviser from Wesleyan Financial Services will provide pro-active advice and guidance on any relevant changes to taxation, regulations or your professional entitlement, to ensure the products you hold remain right for you.
If you opt into our Ongoing Advice Service, you will pay a fee called the Ongoing Advice Charge. This will be applied to all Wesleyan investment and pension products (excluding annuities) you hold with us.