Investing in an ISA

In the current tax year, you can invest up to £10,200 tax-free in a Stocks & Shares ISA, or up to £5,100 in a Cash ISA, with the remainder in a Stocks & Shares ISA.

Allianz Global Investors offers a Stocks & Shares ISA. If you'd like to take advantage of this tax-free investing, you first need to decide which fund or funds you'd like to invest in. If you haven't decided yet, go to our Fund Range page to find out more about the OEIC range.

If you are unsure about the most suitable fund or investment method for your needs, you are strongly advised to contact a Financial Adviser.

Once you have decided which fund is right for you, download the documents below:

• Simplified Prospectus(includes Terms & Conditions)
• Application Forms Booklet(includes ISA Transfer Form and Identity Verification Certificate)

Please read the Simplified Prospectus thoroughly before completing the Application Form. If there is anything you do not understand, please contact a Financial Adviser.

 

If you would prefer a hardcopy to be sent to you, please call our Investor Services Team on 0800 317 573.

Please follow these guidelines if you would like to invest in an ISA by post:

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​Please make your cheque payable to:

Allianz Global Investors Limited / YOUR NAME

 

Please send your completed Application Form and cheque
(if applicable) to:

Allianz Global Investments

Investment Fund Administration

PO Box 9031

Chelmsford

CM99 2WN