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Lewis Self Service

 

 

Self Service (Execution Only)

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.

Lewis Investor Hub

 

Understanding Investing

Important factors to consider when using our Self Service are:

  • Market Knowledge
  • Risk and Return
  • Costs of Investing

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.

  • Individual Savings Account (ISA)
  • Investment Funds (Designated*)
  • Investment Funds (Undesignated)

*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.

Choose Investments

  • Over 1,800 funds to choose from
  • Lewis Select - this is a list of our top 25 recommended funds – available soon

How to Invest

  • Register Online to manage your investments through Cofunds
  • Get 24/7 access

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:

  • Over 1,800 different funds to choose from
  • 24/7 access to your account via our website
  • Free fund switching
  • Income reinvested for free
  • Valuation statement twice a year
  • A more flexible ISA – select your own fund, or choose a fund from Lewis Select
  • Invest in a junior ISA
  • Free re-registration – consolidate all your investments onto the platform at no charge
  • Lower charges – we make no initial charge for investing and only charge 0.35% per annum (compared to our standard 0.85% for advised clients) for this service. Cofunds charges are shown here. The investment manager charges can be found on our factsheets for Lewis Select, or click here for fund information
  • Please contact us regarding discounts on the initial charge for your specific funds.  In the majority of cases the initial charge will be 0%.

Points to note

  • You will not receive the annual reports for the underlying funds
  • Income payment dates will vary slightly from those of the underlying funds
  • You will need to complete a withdrawal form or send in a written instruction to sell your funds. Please note that this process can take 5-10 working days.

Click here for a link to a withdrawal form.

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.

Actively manage your own account with 24/7 access

Click this link to register on COFUNDS

 

 

 

 

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