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Customer Recommendation Literature: Prudential ISA

This page contains the main documentation you will have to provide to your client to set up a new Prudential ISA. Additional literature is available through the product literature section.

Some of the documents are owned by Prudential and some are owned by Link. If you select the Key Important Information Documents for the OEIC fund range you'll be asked to accept Link's investor notice to access the document. You'll only need to do this once in any browser session.

If your client is investing in any of the PruFund Funds available under the Prudential ISA you'll have to provide them with the relevant KID(s) and IOD(s) based on the type of payments to me made, i.e. single contribution/transfer payment and/or regular contribution, and the relevant PruFund funds for those payments.

Follow the link below to obtain the relevant documents. The documents are split into two sections:

  • The KID for the Life Insurance Policy within the Prudential ISA which should be used for a single contribution/transfer payment, and the associated IODs for each PruFund fund.

  • The KID for the Life Insurance Policy within the Prudential ISA - Regular Investment which should be used for a regular contribution, and the associated IODs for each PruFund fund.

View all KIDs and IODs

Under MiFID II you’ll be aware the regulations require investment firms to provide clients with cost and charges disclosure pre-sale through an ex-ante cost and charges document for relevant investments.

Link Financial Investments Limited, who are the ISA Manager of the Prudential ISA, provide cost and charges documents for each of the PruFund funds and the LF Prudential Risk Managed Active and Passive funds available under the Prudential ISA.

You can access these on their website using the link below.

Link’s cost and charges disclosure

To assist you in the advice process we’ve also created a handy calculator that can help you combine relevant information about the Prudential ISA, your advice charges, and view this in a single convenient document.