James Hay Investment Centre

Providing easy access to a wide selection of investments

Our Investment Centre provides easy access to a wide selection of investments from leading fund managers. It offers:

Online dealing
Fund switching
The benefit of wholesale discounts, which are passed on to investors
Online reconciliations
Opportunities for SIPP members to invest in some funds normally reserved for institutional pension investors.

The Collect Funds

The Collect Funds range is an extensive collection of unit trusts and OEICs.

For SIPP members, investing in the Collect Funds offers the simplest and easiest way of managing their portfolio, using our James Hay Online service or the instruction forms that are available. We will keep records and provide valuation statements.

There are no initial charges taken by James Hay on any Collect investments. This means that of all the funds within the Collect range, approximately 64% of the funds will carry absolutely no initial charge, whilst for the remaining 36% only the fund manager’s initial charge (of on average 0.35%) applies.

Find more information about the Collect Funds, including Terms and Conditions by visiting the SIPP Literature area of our brochure site at www.jameshay.co.uk

The Select Funds

Available if a client has a Financial Adviser appointed. The Select Funds offer exclusive access to a number of institutional pooled pension funds, including specialised funds.

Financial Advisers can obtain full information about the Select Funds, and the Terms and Conditions that apply to them, by visiting the SIPP Literature area of our brochure site at www.jameshay.co.uk.

The James Hay SIPP product is provided by James Hay Insurance Company Limited (JHIC), which has appointed James Hay Pension Trustees Limited (JHPT) as trustee and James Hay Administration Company Limited (JHAC) as scheme administrator. JHIC is registered in Jersey (Number 77318) at 19-21 Commercial Street, St Helier, Jersey, JE2 3RU, and JHPT (registered Number 1435887) and JHAC (registered Number 4068398) are both registered in England and have their registered office at Abbey National House, 2 Triton Square, Regent’s Place, London, NW1 3AN. JHIC, JHPT and JHAC are part of the James Hay group of companies, which is owned by Abbey National plc. JHAC is authorised and regulated by the Financial Services Authority (FSA) under Firm Reference Number 460698 and you can check this authorisation at www.fsa.gov.uk/register or by calling the FSA on 0845 606 1234.