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.
Existing client?
Investment account opening form
- 25 Mar 20
- 0.61MB
If you are already a Self-Directed client, to open an investment account, please complete, sign and scan this document to us at investorsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction.
DownloadWhy choose our 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*
A competitive platform fee that starts at 0.25% and reduces in tiers to 0% depending on the amount you and your family invest
*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
You can now view your Investment Account on the go with our Close Brothers Asset Management App. The App is available on Apple iOS devices and Android devices
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.
Remember, the value of investments can go down as well as up, and you may get back less than you invest.
Investment Account charges
|
Set up account |
Nil |
|
Contributions into your account |
Nil |
|
Transfers in |
Nil |
|
Transfers out |
Nil |
|
On-going platform fee – deducted quarterly |
A competitive platform fee that starts at 0.25% and reduces in tiers to 0% depending on the amount you and your family invest (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. |
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.
Please note, you do not need to sell your holdings in order to transfer them to us.
Use our search tool to see which of your existing investments can be transferred to us.
Once you’ve opened an investment account, you will need to complete an investment account transfer form to initiate a transfer from another provider. This can be found below or in your document library under ‘Important information and forms’ when you log in.
Existing client?
Investment account transfer form
- 01 Feb 21
- 0.74MB
If you are already a Self-Directed client, to transfer an investment account to us, please complete, sign and scan this document to us at investorsupport@closebrothers.com from your registered email address. If you do not have access to a printer and/ or scanner, please contact us to discuss how we can accept your instruction.
DownloadDownload factsheet
Key features and charges
- 06 Apr 22
- 0.52MB
You’ll find full details of our fees and charges in this document.
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