What is an Investment Account?

An Investment Account lets you invest in managed funds, UK stocks and shares, deposits, gilts, and exchange traded funds (ETFs), so you can create an investment portfolio that’s right for you.

There is no annual subscription limit, so if you have already used your full ISA allowance, our Investment Accounts give you another way to invest.

If you have multiple investment goals you can open as many Investment Accounts as you need.

Register now to open an Investment Account

Why choose a Close Investment Account?

Value for money

We offer clear and competitive pricing with no hidden costs or charges.

No charge to open or manage the account

No charge for transfers*

Competitive platform fee of 0.25% a year

*The transferring provider may make a charge for transferring investments or cash proceeds to Close Brothers Asset Management.

Choice

Invest in a wide choice of investments with our Close Investment Account:

UK equities

Exchange traded funds (ETFs)

UK stocks and shares

UK Government bonds (gilts)

Investment trusts

Fixed Term Deposits

Convenience

Our online portal is easy to use and accessible at any time and will allow you to create a more detailed view of your wealth by adding assets or debts not held with us.

Buy, sell and switch investments easily online

You can manage your investment account in the same place as your other investments, giving you a single overview of your portfolio

Choose between saving regularly each month or investing a lump sum

Create and rename different accounts for specific financial goals

Investment expertise

Take advantage of the free access to our expertise and view our in-house research, analysis and insights which are easy-to-understand, whether you are an experienced investor or just getting started.

Our investment team are constantly trading in the markets and managing the portfolios of thousands of investors across the UK.

Support

Our UK-based support team are on hand to help via phone or email. If you have questions about your account, please contact our dedicated Investor Support Team who are available 8am - 6pm, Monday to Friday, excluding public holidays on 0800 014 2712 or investorsupport@closebrothers.com

Remember, the value of investments can go down as well as up, and you may get back less than you invest.

Guide to Close Investment Accounts

Guide to Close Investment Accounts

Download our helpful guide to find out: 

A summary of the investment options 

More information to help you decide if an Investment Account is the right choice for you

FAQs on our Close Investment Accounts

Download the guide

Investment Account charges

Set up account

Nil

Contributions into your account

Nil

Transfers in

Nil

Transfers out

Nil

On-going platform fee – deducted monthly

0.25% (based on the value of your investments, excluding cash)

Buying, selling or switching  Unit Trusts or OEICs

Nil

Buying, selling or switching  Exchange Traded Investments

To the extent that we charge a dealing fee, this will not exceed £8.95.

Fees and charges

Fees and charges factsheet

  • 18 Jan 19
  • 0.15MB
  • PDF

You’ll find full details of our fees and charges in this factsheet.

Download


Transfer your Investment Account to us

If you don’t already have an Investment Account or would like to transfer an existing one, why not benefit from our low cost investment platform and open one of our accounts today. Transferring is easy and our support team are here to help.

Register now to transfer your existing Investment Account

Download transfer form

Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.