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Tax-free investments
Tax-free investments for you. Make full use of your tax-free investment allowances with our ISA, Tax-Free Flexible Plan and MiBond products.
Tax-free child investments
Build tax-free investments for the children. Whether you're a new parent or even a grandparent, it's never too early to start investing for their future.
Tax-Free family investments
- Family Flexible Plan
Build tax-free investments for your family and beat the taxman together. It's never too early to start investing for your family's future.
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ISA & OEIC Investors information

Investors in Scottish Friendly stocks and shares ISA or OEIC investments can access the latest updates on their investments, the latest fund reports and performance reviews below.

For today's fund prices go to our fund prices page.

Additional investments

If you want to make an additional investment to your ISA, Junior ISA or Child Trust Fund, please read the relevant Key Investor Information Document for the fund you will be investing in. Then you're ready to print off the relevant additional investment form below, complete it and send it to us together with your cheque, if applicable.

Key Investor Information Documents

For further information relating to the charges and costs associated with the above funds, as detailed in these Key Investor Information Documents, please see our Enhanched disclosure of fund charges and costs page.

Additional investment forms

ISA top up form 2013-2014 (PDF) Please also read the relevant Key Features Document.
Junior ISA - additional investment form (PDF)
Child Trust Fund - additional investment form (PDF)

Key Features

Bonus ISA - Key Features (PDF)
Stocks & Shares ISA - Key Features (PDF)

You will need the Adobe Acrobat Reader (opens in a new browser window) to view the PDFs. If you do not have it you can download it for free from the Adobe website.

This website uses cookies. Continuing to use this website gives consent to cookies being used. For information on how to disable them see our cookie policy. Scottish Friendly is not responsible for the accuracy of the information displayed on externally linked third party websites. The Scottish Friendly Group of Companies consists of the following companies: Scottish Friendly Assurance Society Limited – Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Member of AFM, Member of ABI: Life, Savings and Investments. Scottish Friendly Asset Managers Limited – Authorised and regulated by the Financial Conduct Authority. Member of IMA. Registered in Scotland No 187215: OEIC Managers, ISA Managers. Scottish Friendly Insurance Services Limited – Authorised and regulated by the Financial Conduct Authority. Registered in Scotland No 113007. SFIS (Nominees) Limited - Registered in Scotland No 397351. Head office: Scottish Friendly House, 16 Blythswood Square, Glasgow G2 4HJ.

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