PHOENIX LIFE GROUP – GB0030369838
These types of UK funds must have “Authorised/Approved Status” to meet the ISA regulations and be eligible for ISA inclusion.
All we can do at TISA is see if we can locate the necessary evidence which we do, in the main, by referring to the FCA’s Financial Services Register. We may also make use of any relevant fund prospectuses, fact sheets, KIDDS, Key Information etc but the Financial Services Register remains our key tool.
We can’t see any evidence that this fund is currently authorised/approved by the FCA so we can’t provide any clarity on whether the fund will be ISA qualifying or not.