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Investment Trusts

Investment Trust Savings Scheme

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This consists of the Edinburgh Partners Savings Plan and ISAs both of which provide access to our range of investment trusts.

The Edinburgh Partners Savings Plan works by providing a simple and convenient way for you to purchase and hold shares in our investment trusts. There is no maximum investment in the Share Plan and this is not affected by any ISA investment you might make.

The Edinburgh Partners ISA is a stocks and shares ISA only. 

If you are aged 50 or over on or before 5th April 2010, from 6th October 2009 you can deposit up to £10,200 into a 2009/2010 stocks and shares ISA (£5,100 for a cash ISA).

For all other investors for the whole of this tax year the £7,200 limit remains in place (£3,600 for cash ISAs).  However the £10,200 limit applies to everyone from 6th April 2010.

The Edinburgh Partners Savings Scheme application forms and other documentation such as Key Features and Terms and Conditions are currently being revised and will be available shortly.

 

Edinburgh Partners Limited | 12 Charlotte Square | Edinburgh EH2 4DJ | Tel: +44 (0)131 270 3800 | Fax: +44 (0)131 270 3801 | enquiries@edpam.com

Edinburgh Partners North America, Inc.| 445 Park Avenue, Suite 1026 |New York, NY 10022 | Tel: (212) 906-9080 | Fax: (917) 322-2105 | enquiries@edpam.com

Issued in the UK by Edinburgh Partners Limited Important Information

Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS Terms and Conditions Important Information

Registered as an Investment Adviser with the Securities and Exchange Commission (SEC) | ©2003 - 2008 Edinburgh Partners Limited. All rights reserved. | Registered Office: 12 Charlotte Square Edinburgh: EH2 4DJ

Registered in Scotland no. SC243661

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