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Our stocks and shares ISA is a tax-efficient way of investing for the future. It's flexible too. You can invest up to £11,520 in the 2013/14 tax year starting from as little as £50 per month or with an initial lump sum of £500 or more. Make sure you make the most of your ISA allowance before the 5 April 2014 ISA deadline.
Open a stocks and shares ISA
Invest in a stocks and shares ISA with AXA Self Investor on or before 5 April 2014 and pay no
ISA account charge until 1 May 2015.
From 1 May 2015 you will pay our standard account charge of 0.35% p.a. if you have up to £250,000 invested across all your AXA Self Investor accounts, or 0.20% p.a. if you have £250,000 or more invested. Fund manager charges will continue to apply.
If you're transferring in an ISA, your current provider may charge an exit fee.
Don't forget the value of a stocks and shares ISA can go down as well as up and returns are not guaranteed. You could get back less
than you originally invested.
Important information about our stocks and shares ISA
AXA Self Investor doesn't give financial advice – instead we'll support you with handy tools and information that will help you make your own investment decisions.
Self invest your way
You can invest your full allowance into our stocks and shares ISA, or choose to put up to half - £5,760 - into a Cash ISA and the rest with us. Please note AXA Self Investor doesn't offer a Cash ISA.
Whatever amount you decide to invest, any profits you make are exempt from Capital Gains Tax and you won't pay Income Tax on any returns. Tax benefits may change in the future and will depend on your individual circumstances. Please note that any dividends received within a stocks and shares ISA are paid net of a 10% tax credit. This can't be reclaimed (whatever your personal circumstances) but you'll have no further tax liability and won't need to take any action.
All investments carry a degree of risk so the value of your stocks and shares ISA may go down as well as up and you could get back less than you originally invested.
Visit our tools and support pages to view our short video
Less confusion, more choice
Our stocks and shares ISA offers a wide choice of investment funds. To help you get started we've created three fund ranges, so whether you're new to investing or a more experienced investor we could have a starting point for you.
View our fund ranges
Easy to invest,
easy to manage
With AXA Self Investor, you can do everything online. You can arrange to buy and sell funds, check how your investments are doing, and access our handy tools and guides to help build your understanding and confidence. Our secure online investment service, smart+, is available 24/7, so you can view your investments whenever it suits you.
Visit our tools and support pages for handy tools, videos and guides
Flexible if your
If you want to take cash from your stocks and shares ISA you can do so at any time. However, you won't be able to re-invest that portion of your allowance in the same tax year. For example if you invested £10,000 but then withdrew £5,000 you would only be able to invest a further £1,520 which would take you to the maximum ISA allowance of £11,520 for 2013/2014. There's no minimum investment period but you should consider investing in a stocks and shares ISA for five years or more.
More than £11,520
Want to invest more than £11,520? With the AXA Self Investor trading account you'll have access to our full range of funds and there's no maximum to how much you can invest.
Find out more
Transfer your existing ISAs to us
New customers pay no ISA account charge until May 2015
When you have all your investments in one place, it's easier to keep track. View our transfers guide for more information or speak to our UK based Customer Support team who can talk you through the process.
Open a stocks and shares ISA
AXA Self Investor, PO Box 6890, Basingstoke RG24 4SL. Telephone number: 0800 1522 522. As part of our commitment to quality service and security, telephone calls may be recorded.
AXA Portfolio Services Limited trades as AXA Self Investor and is part of the AXA Group. AXA Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
It is a company limited by shares, registered in England No. 1128611. Financial Services Register No. 144849. Registered office: 5 Old Broad Street, London, EC2N 1AD.
We're here to make investing easier, so if you'd like to get in touch here's how to contact us:
AXA Self Investor
PO Box 6890
Our Customer Support team is available to chat online Mon-Fri 8am-6pm, and
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