online automated investment service.
KLIKINVEST
Access to an efficient investment experience for your long-term wealth and savings.
You can open a SIPP, ISA or General Investment Account (GIA) using a simple online application process.
KlikInvest offers nine risk rated low cost investment strategies. The portfolios invest in a variety of globally diversified funds and ETFs are a substantial part of the KilkInvest investment universe.
3 STEPS TO KLIKINVEST
Complete our online questionnaire
The KlikInvest risk assessment process asks questions covering your attitude to risk, approach to investing, investment knowledge and financial situation.
Based on your answers, KlikInvest will select a portfolio strategy appropriate to your attitude to risk and financial situation.
Choose from an ISA, SIPP or GIA
There are three investment wrappers available on the KlikInvest platform: an ISA for tax efficient investments, a SIPP for pensions, and a General Investment Account (GIA).
After you have selected from one of these three options, create your account for online access and select your investment goals.
Fund your account…the rest is up to us!
Once you have funded your account through a bank transfer, KlikInvest will automatically invest into your allocated portfolio.
You can view your portfolio and manage your KlikInvest account online 24/7 via smartphone, tablet or computer.
Please be aware that the price and value of your investment can fall as well as rise, and past performance of any fund or investment should not be treated as a guide to future returns. Also, if you have any doubts about the appropriateness of this service to your personal and financial circumstances, you should seek independent financial advice for which additional charges may apply.
Our Products
ISA
Self Invested Personal Pension (SIPP)
General Investment Account
Low and 'All-In' fee
Investment Goals & Targets
Tax Efficient
Simple online set-up
Online 24/7
Dividend or income
Low and ‘All-In’ fee
Investment goals & targets
Tax Efficient
Simple online set-up
Online 24/7
Dividend reinvestment
Low and ‘All-In’ fee
Investment goals & targets
Unlimited Contribution
Simple online set-up
Online 24/7
Dividend or Income
KLIKINVEST OVERVIEW
Opening accounts
You can open various types of account such as a General Investment Account (GIA), Self-Invested Personal Pension (SIPP) and Individual Savings Account (ISA) via the website.
Please be aware that the price and value of your investments can fall as well as rise, and past performance of any fund or investment should not be treated as a guide to future returns.
Costs Involved
One single charge between 0.74% and 1.00% including VAT based on how much is invested. Indicative cost will be available during the signup process once we know how much is being invested.
Competitive ongoing cost on underlying holdings, typically between 0.15% - 0.25%.
No setup, exit or transaction charges.
If you are using a financial adviser, please speak to them before you sign up as additional charges may apply.
Sufficiency of Funds
Before committing to any investment, you should be certain that your immediate needs have been provided for. This means that you:
Have adequate access to emergency funds.
Do not have existing debts that you would be better paying off.
Have insurance to protect your family.
Here are some visual guides to get you started
Introduction
Signup
