Investments
James Hay is independent which means we are not tied to the investments of any specific fund manager or life insurance company. Neither do we unnecessarily restrict the investment choices open to your financial adviser in deciding what is most appropriate for you.
Our products enable funds to be invested very much as clients and their financial advisers wish, subject to HM Revenue & Customs requirements.
Product Allowable Investments at a glance
| Product |
Allowable Investments |
|
Partnership
SIPP |
Full choice of investment options permitted by HM Revenue & Customs including:
- Stock exchange listed companies
- AIM and PLUS Stock Exchange
- Direct Investments into Unit Trusts, OEICs and ETFs or via an external platform
- Derivative trading (relating to stocks and shares on a recognised futures exchange)
- Insurance company managed funds & unit linked funds
- Shares in unquoted private companies
- Investment grade gold bullion
- Loans to unconnected third parties
- Commercial property
- Third party Investment Management through approved broker or investment management company
- Cash Panel
|
|
iSIPP |
|
|
SSAS |
Full choice of investment options permitted by HM Revenue & Customs including:
- Stock exchange listed companies
- AIM and PLUS Stock Exchange
- Direct Investments into Unit Trusts, OEICs and ETFs or via an external platform
- Derivative trading (relating to stocks and shares on a recognised futures exchange)
- Insurance company managed funds & unit linked funds
- Shares in unquoted private companies
- Investment grade gold bullion
- Loans to unconnected third parties
- Commercial property
- Third party Investment Management through approved broker or investment management company
|
|
Wrap |
- Stock exchange listed companies
- AIM Stock Exchange
- Direct Investments into Unit Trusts, OEICs and ETFs or via an external platform
- Derivative trading (relating to stocks and shares on a recognised futures exchange)
- Insurance company managed funds & unit linked funds
- Commercial property (through the Wrap SIPP)
- Collective investments through the Wrap Investment Centre
- Third party Investment Management through approved broker or investment management company
- Cash Panel
|