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.
Why 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*
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.
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 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. |
Investment account charges
|
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. |
Download factsheet
Fees and charges factsheet
- 18 Jan 19
- 0.15MB
You’ll find full details of our fees and charges in this factsheet.
DownloadTransfer 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.
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