WHY OPEN A ROCKPOOL IFISA?
FIND OUT MORE
Click here to request further information and you will be contacted by your dedicated Rockpool Relationship Manager.
DOWNLOAD BROCHURE
Click here to download the Rockpool IFISA brochure and key features document.
Build a portfolio of private company loans in a Rockpool IFISA to target tax-free returns of up to 15% per annum. You can transfer funds from any existing ISA account and contribute your annual subscription amount of £20,000.
Target returns are not guaranteed. Rockpool’s specialist team source prime lending opportunities from well-managed private companies requiring £2m to £10m of loan finance. Borrowers are required to show annual profits of at least two times their interest outgoings and have a strong capital base or be able to provide significant alternative security.
ROCKPOOL IFISA
ROCKPOOL IFISA
Rockpool Head of Investment Andrew Green introduces Rockpool's IFISA service
KEY BENEFITS
DIVERSITY
Build a diverse portfolio of loans through our Private Debt Portfolio Service.
RETURNS
Loans pay interest of 10% to 20% per annum.
VALUE
There are no fees to pay for opening a Rockpool IFISA or making loans.
THE ROCKPOOL IFISA
SERVICE BROCHURE
Download the Rockpool IFISA Service brochure and discover how to lend to private companies with tax-free returns.
RISK WARNING
Loans held in the Rockpool IFISA are not readily realisable and you may not be able to access your money when you want to. In the event that a loan held in your Rockpool IFISA cannot be repaid, the tax advantages of the capital lent will be lost and cannot be reinstated. Loans held in a Rockpool IFISA cannot be transferred to another provider. If Rockpool is unable to continue managing your IFISA, we will seek to transfer the management to an authorised successor. If no successor is found, the tax advantages of your IFISA may be lost.
CONTACT US
Join our growing network of investors who enjoy the benefits of investing in private companies with the support of a professional partner.

