Capita, the ISA plan manager
The Prudential ISA is provided by Capita Financial Investments Limited who are the ISA plan manager. Prudential provides the PruFund funds, which are available to you in the ISA. The investment funds are managed by Prudential.
Once you have decided to invest, the correspondence you receive about your ISA will be from Capita Financial Investments Limited who will provide all customer service.
At Prudential, we use long-term thinking to create long-term value for our customers. We are an established and leading provider of life and pensions so we have plenty of experience in looking after our customers’ money. We also like to think we’re a name people trust.
Now we want to offer you our PruFund investment funds in a Stocks and Shares ISA and we’ve asked Capital Financial Investments Limited to help us do this.
Why Capita Financial Investments Limited?
Capita Financial Investments Limited is part of the Fund Solutions cluster within Capita Asset Services, a division of Capita plc, which is a listed company on the London Stock Exchange. The regulated entities within Fund Solutions have over 40 years’ of fund governance and administration experience and over £49bn1 of funds under management. They are now a leading provider in providing fiduciary fund management and administration services, looking after a diverse range of funds managed by over 49 investment groups, while meeting its governance and regulatory responsibilities. They have 600 staff dedicated to serving customers as efficiently and effectively as possible. Capita Financial Investments Limited is authorised and regulated by the Financial Conduct Authority with registration number 169586.
You can find more about Capita Financial Investments Limited.
1Source: Capita Asset Services. 01/2017.
Find out more about ISAs
Balancing investment Risk and Reward
Whilst most investments carry the risk that you may not get back the amount you invested, some types of investments carry more risk than others.
When applying for the Prudential ISA, it’s important that you take the time to read and fully understand how the Prudential ISA works.
Capita, the ISA Plan Manager
The Prudential ISA is provided by Capita Financial Investments Limited who are the ISA plan manager.
What is an ISA?
If you are looking to save or invest money, then an Individual Savings Account (ISA) could be a good place to start.
Get in touch
Talk to us
If you are new to the Prudential ISA and would like to talk to us about the information on our website, please call:
9:00am - 6:00pm, Monday to Friday
Existing Prudential ISA customer
If you would like to talk about an on-going application or are an existing Prudential ISA customer and would like more information on your Prudential ISA plan, please call Capita Financial Investments Limited:
8:30am - 5:30pm, Monday to Friday