FinecoBank S.p.A. - Registered Office Piazza Durante 11, Milan 20131 - Headquarters Via Rivoluzione d'Ottobre 16, Reggio Emilia 42123 - Share capital €201,152,834.19 subscribed and paid-in - Bank enrolled in the Register of Banks and Parent Company of the FinecoBank Banking Group – enrolled in the Register of Banking Groups at No. 3015 - VAT No. 12962340159 - Tax ID No. and Milan-Monza-Brianza-Lodi Companies Register No. 01392970404 - Economic and Administrative Index (REA) No. 1598155 - Member of the National Compensation Fund and the National Interbank Deposit Guaranteee Fund. Fineco Bank is a trademark licensed for use by FinecoBank S.p.A. authorised by the Bank of Italy and subject to limited regulation by the Financial Conduct Authority and Prudential Regulation Authority. Details about the extent of our regulation by the Financial Conduct Authority and Prudential Regulation Authority are available from us on request. - PEC: email@example.com
Open a Fineco Stocks and Shares ISA or transfer the ISA you have with another provider to Fineco between 09/03/2021 and 30/06/2021 - extended to 30/09/2021 to access to Fineco’s ISA investment platform at zero fee until the end of the 2021/2022 tax year (5 April 2022).
To enjoy the benefits of the promotional campaign, you must complete by 30/09/2021:
- the Fineco Stocks and Shares ISA opening procedure
- the transfer procedure from another provider ISA to the Fineco Stocks and Shares ISA
according to what extent below.
Please note that to apply for a Fineco ISA account you must be a Fineco standard account holder.
Open a Fineco ISA
If you do not already have an ISA account, you can take part in the initiative by opening a Fineco Stocks and Shares ISA directly via your Account Management page: Managing services > Trading and Investments > Stocks and Shares ISA.
Transfer existing iSAs to Fineco
If you have ISAs with other providers, you can take part in the initiative by moving any of the following to our Stocks and Shares ISA:
- Shares, ETFs, Bonds and Funds
- Cash, that must be invested within 3 months in the products listed above
To transfer your ISA first follow the ISA opening account procedure, then complete the transfer process by filling out the appropriate form and choosing which products to invest in.
Once the ISA account has been opened, the transfer form will always be available directly in your ISA account home page.
We only accept GBP financial instruments, available on our platform, for direct ISA transfer. In case of instruments denominated in different currencies, please consider transferring them in cash.
As long as the above initiative requirements are met, you will enjoy:
Zero ISA platform fees until the end of the 2021/22 tax year
Under this initiative we will not charge you any platform fees until the end of the 2021/22 tax year, on 05/04/2022.
Trading fees for the purchase and sale of Stocks, ETFs and Bonds will also be applied during the promotional campaign, in the amounts specified in the information sheets. There's no dealing charge for buying or selling funds. Please note that apart from Fineco platform fees, investing may incur other charges (e.g. by the fund manager). To read more about our account charges download our fact sheets and documentation.
Once the initiative is over, Fineco ISA platform fee will apply montly. You will pay annually maximum of 0.25% of the value of your ISA portfolio, with a £ 2.95/month cap for Shares, ETFs and Bonds. The first charge will be applied in May 2022 based on the value of the investments in your ISA on the last day of April 2022.
Non UK residents are not eligible for this initiative.