Lewis Self Service is only for independent investors. Using our Self Service, you can manage your own Investment Portfolios and Individual Savings Accounts (ISAs). This service offers no advice to clients. Please make sure that you understand the risks involved as investments can fall and rise in value. Making your own investment decisions is not for everyone.
Important factors to consider when using our Self Service are:
The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the Risks & Commitments. This part of our website does not constitute personal advice based on your circumstances. Any decisions that you make If you are unsure about the suitability of an investment please contact us for advice.
Choose an account
If you have an unused ISA allowance for the 2014/2015 tax year, we recommend investing up to £15,000. If you have already used your ISA allowance then invest into our Investment funds for capital growth.
*Designation: You can open an account with Cofunds which can be separate to your normal investment funds account. The account will still be managed by you however; the beneficiary can be someone else, i.e. a child. If you wish to specify a unique designation for this account, please ensure the designation reference does not make a meaningful word.
Lewis Self Service is an online service administered by Cofunds who is owned by Legal & General. We have chosen to work with Cofunds to allow our customers to simply and cheaply purchase investments in well known investment funds. You are able to manage your account through our site online without Lewis’ advice and at our lowest charges. Lewis Investment and Cofunds are separate companies both regulated by The Financial Conduct Authority. We use Cofunds, who have the systems, the expertise and the financial backing of Legal and General to safeguard and administer your money. Whether you’re starting out with £50 per month into your first ISA, or have a significant portfolio, our self service is the best way to manage your investments yourself. Here’s a summary of the benefits:
Points to note
Sign up as a new customer and invest your money using our Cofunds platform. Once you have received your Cofunds reference number, regiser for online access. (Please be aware that receipt of your online access details (which will be posted from COFUNDS) may take up to 5 days.
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