Ethical Investment
from
Profit with Principle
Ethical Investment, Financial Planning, Socially Responsible Investments (SRI), ISA, Funds, Stakeholder, UK
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Discounts on Ethical & Socially Responsible Investments
Profit with Principle is committed to offering the maximum possible discounts on Ethical ISAs.
As a result, we seek to dramatically reduce the initial charge payable by those clients who have undertaken their own research, with at least £4,000 to invest and who know exactly which ISA they wish to invest in. In some cases this will mean reducing the initial charge to zero and so provide the potential for substantially enhanced returns over the medium to long term. The following table shows the current discounts available for ethical ISA's and the saving available by investing through Profit with Principle.
| Ethical ISA Provider |
Normal Initial Charge |
Initial Charge after discount |
Percentage Saving to client |
| Legal & General | 0% | 0% | 0% |
| Henderson Investors (Global Care) | 4.5% | 1.5% | 3% |
| AXA Ethical | 5% | 2% | 3% |
| Norwich Union UK Ethical | 5% | 2% | 3% |
| Norwich Union (Sustainable Future) | 4% | 1% | 3% |
| Credit Suisse Fellowship | 5.25% | 1.25% | 4% |
| Standard Life UK Ethical | 4% | 2% | 2% |
| Jupiter Ecology | 5% | 2% | 3% |
| Aberdeen Ethical World | 4.25% | 1.25% | 3% |
| Old Mutual Ethical | 4% | 1% | 3% |
| Henderson Investors (Industries of the Future) 'A' | 5% | 2% | 3% |
| AEGON Ethical | 5.5% | 2.5% | 3% |
| F&C (ex Friends Provident) Stewardship | 5% | 3% | 2% |
If you wish to order an application pack for any of the above contracts then please click here.
Big savings are also possible on other less popular ethical ISAs not listed above. Please e-mail for details if there is a product that you are interested in and it is not mentioned above.
Remember that these discounts are not available from the product providers direct and that a special discount ISA Key Features pack needs to be obtained by e-mailing Greg McCrave with your particular requirements.
It should be appreciated that Profit with Principle will administer any business on the above discounts on an Execution Only basis and will not provide any advice on the suitability or otherwise of these investments for clients. However, if advice is required or clients are uncertain as to their requirements, then Greg McCrave would be delighted to offer a specialist ethical investment advice service. Please contact him for more information.
Option to invest in a combination of the above funds within one product
It is now possible to invest in more than one of the above funds through a Fund Supermarket.
This type of product is one where a centralised administrator holds the
ISA, OEIC/Unit Trust, and it is then possible to invest in a wide
range of ethical funds, including those listed above, within one
product wrapper. For more information about the option to invest in an ethical fund supermarket, please click the link .
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Profit With Principle Ltd is an appointed representative of Interdependence Ltd which is authorised and regulated by the Financial Services Authority. Profit With Principle Ltd is registered in England & Wales No 4371720
Interdependence Limited is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826
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