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Gartner – US3666511072

October 13, 2023

These bonds are deemed a ‘security’ for ISA qualification purposes. To qualify for ISA inclusion, either the security or the shares in the issuing company need to be listed on a recognised stock exchange or admitted to trading on a recognised stock exchange in the European Economic Area (EEA) or the UK (see ISA Guidance https://www.gov.uk/guidance/stocks-and-shares-investments-for-isa-managers#compsecur ).

In this case, the shares in the issuing company are traded on recognised stock exchanges (Borse Frankfurt Stock Exchange – see links below) so on that basis, the securities should qualify for stocks & shares ISA inclusion.

Gartner (IT) Stock Price Quote (cbonds.com)

Gartner Inc. Equity | 887957 | US3666511072 | Share Price (boerse-frankfurt.de)

NYSE