Legal & General offers ISA customers rebate

Legal & General offers ISA customers rebate January 10

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Legal & General is offering a rebate of its 2007 annual management charge to ISA customers who fulfil a certain set of stipulations.

Customers who make direct investments of at least £4,000 into one or more of its geographical index-tracking trusts within an ISA before the end of April are eligible for the rebate, provided that they do not cash in part or all of their investment and that they hold this investment in the same trust without switching to any eligible or non-eligible trust until the end of next year.

Claire Stracey, wealth management director for customer marketing at Legal & General, said: “Our Index-Tracking ISAs do not charge initial fees or exit fees.

“We believe this offer, to refund the annual management charge on this range of index-tracking ISAs across the UK and International markets, presents lump sum investors with a value for money investment that’s hard to beat.”

This offer counts for new investment, PEP and ISA transfers as well as top-ups from existing Legal & General investors across a range of five index-tracking trusts.

Written Exclusively by AdFero for ISA Guides

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