Questions and Answers

1. How much can I invest in an ISA?
   From April 2008 you can invest up to £7,200 in stock and shares components of an ISA or £3,600 in cash components. For example if you invested £1,000 in cash ISA you can still invest £6,200 in stock and shares ISA.
   
   
2. Can I transfer my existing ISAs and PEPs to Saga?
   Yes you can. Please call 0800 015 3257 to request the application form.
   (Transfer charges may apply).
   
   
3. What are the charges to invest in a Saga ISA?
   There is 1% to invest in the funds, and an ongoing charge applied by fund manager to manage the money.
   
   
4. What funds can I invest into?
   Saga offers you a choice of 4 funds at discounted prices - please refer to fund fact sheets for details. If you would like to invest in other funds please contact us 0800 015 3257 to request the application form.
   
   
5. Which platform shall I use - Cofunds or Fidelity Fundsnetwork.
   Saga offers you a choice of investment platforms. It is up to you to decide which platform to use. Both offer you a choice of our recommended funds. You can hold funds from different managers in a single account, allowing you to bring your investments together and receive a single valuation. Saga offers you similar fund choice and discounts through both investment platforms. For more information please refer to platform T&C or contact Saga on 0800 015 3257.

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