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The power of light speed

The power of light speed

The new Prudential online ISA service makes it easier to do business with us with a 3 minute end to end application process and easy control over client management.

Boost your ISA process 

Our new online service offers enhanced functionality that’ll make it easier to set up and give you more visibility and control of your clients’ investment.

Watch the video to see how our new and improved, streamlined service makes it much easier and quicker for you.

The Prudential ISA is managed by Link Financial Investment Limited. 

Featured Video

2 minutes

Signatureless application process

signatureless process, with the exception of transfers, allowing you to apply for, top-up, and service your clients' ISA requests.

Faster and more accurate business submissions

Quick and intuitive online processes allowing you to key and submit business accurately and efficiently on your client’s behalf.

Payment options and speedy investments

Clients can pay a single contribution by bank transfer or Visa debit card meaning the payments will be invested quickly.

Your dashboard - for control and flexibility

We think the biggest benefit to the new online ISA service is giving you access to a dashboard where you can see all of your Prudential ISA client records in one place. Which means you have control and and flexibility over the management of your clients investments, in a safe, secure, efficient and intuitive environment - available when you need it.

This online service gives you control over your advice and the application process via the dashboard, so you can see real time case tracking, manage client records and do bulk valuations.

And stay up to date on..

  • current valuations
  • valuation history
  • bulk valuation data for all your Prudential ISA clients
  • transactions on your client’s ISA
  • your client’s documents, including statements
  • fund choice: a range of actively managed funds available to suit different attitudes to risk
Features

New features as at 4 June 2020

  • A ‘Client report’ button will be shown next to the ‘Valuation Breakdown’ section on the ‘Client Record’ page. Clicking this button will take you to a new page where you’ll be presented with details on the client report
    • The ‘Client report’ will show; the SEDOL of each investment, the fund name, type/share class, the number of units/shares held, the price, the current value, the investments made this tax year, total investments made, total withdrawals taken and the valuation date.
    • You can print or save this to your device using the ‘Print’ button

New features as at 22 May 2020

  • You can now edit your client’s registered address and contact telephone number
  • A notifications banner has been added so we can bring important information to your attention
  • The ongoing adviser charge information wording has changed to make it clearer
  • A tool tip has been added on the ‘Transaction history’ heading to explain what the table shows
  • A tool tip has also been introduced against the Initial adviser charge heading to explain how this is taken under the ISA

How do I access the new ISA online service?

How to use our new online ISA service

Featured Video

2 minutes

Featured Video

2 minutes

Featured Video

2 minutes

Featured Video

2 minutes

Some of the documents for The Prudential ISA, such as servicing forms and fund information documents, are only available on the Link Financial website.  For more details visit our ISA literature page.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.