Who is this suitable for?
- Clients who want to earn tax-free interest
- Clients who are happy to use their account online or by phone
- Clients who have not invested in a cash ISA in the 2023/24 tax year
Who is this not suitable for?
- Clients who want to invest their full allowance in a stocks and shares ISA and/or an innovative finance ISA
- Clients who prefer to use their account at a branch or by post
- Clients who have invested or plan to invest in a cash ISA with another provider this tax year
- Clients who want to transfer in current and previous years’ ISA allowances
- Clients who want a flexible ISA
Before your clients apply to invest, please ask them to read the summary box and the brochure, including the customer agreement (terms and conditions).