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The company has made arrangements for an Individual Savings Account (ISA) to be made available to allow investors to purchase Caledonia shares flexibly and hold them in a tax efficient manner. The Plan Manager of the Caledonia Investments ISA is Capita Financial Nominees Ltd. It is designed to allow lump sum and regular savings into the company’s shares, offering regular monthly savings from £50, lump sum investments from £500, half yearly statements and automatic dividend reinvestment. Investment in Caledonia Investments ISA is subject to the maximum permitted amounts of £7,200 per annum. For details of the Caledonia Investments ISA, please contact Capita Financial Nominees Ltd at 2 The Boulevard, City West One Office Park, Gelderd Road, Leeds LS12 6NT, or telephone on 0845 922 0044 (calls cost 10p per minute including VAT, plus network extras). Capita Financial Nominees Ltd is authorised and regulated by the Financial Services Authority. The brochure and application form for the Caledonia Investments ISA is available for download (pdf 467kb). Alternatively, if you would like a copy posted to you, please provide us with your full name and address by mail, phone, fax or email, as detailed on the Contact us page. You will require Adobe Acrobat Reader to view the above documents.
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