MultiISA provides an IF ISA wrapper for consumers to choose their own qualifying investments on a ‘Self-Invested’ basis across multiple qualifying P2P platforms in a single ISA.
Clients will recieve an annual report on their MultiISA managed holdings.
Clients will be provided portal access where they can view their investment holdings relevant to their subscription category.
Through our technology partner, clients can aggregate their data from IF ISAs held by other P2P platforms into the client portal. Giving them a holistic view of their IF ISA holdings, no matter who manages them.
Through our technology partner, clients can aggregate their data from IF ISAs and general investment account P2P holdings into the client portal. Giving them a holistic view of, not only, their IF ISA holdings but also their general P2P holdings no matter who manages them.
Further development of our service offering will see the capability to subscribe to a Stocks & Shares element within your ISA Allowance. With the additional ability to transfer in existing Stocks & Shares ISAs from previous years. This will enable users to build a fully diversified portfolio across both ISA types within a single ISA wrapper.