ISA deadlines 2018/19

This page gives you full and detailed information on our opening hours, links to ISA application forms and deadlines for ISA investments for the tax year ending Friday 5 April 2019.

Close Stocks and Shares ISA

Existing self-directed clients looking to open an ISA must apply by midday Thursday 28 March at the latest.

The deadline for online investments into an existing ISA is midnight on Friday 5 April.

New investors will be required to register for the online service prior to opening an ISA and will be subject to standard checks, which can take several days to complete. This should be taken into account when considering when to invest.

Close Brothers Asset Management will not accept responsibility for losses incurred if 2018/19 ISA applications are unable to complete due to document requests, queries resulting from standard checks or for any technical failure that may result in the application being delayed. Likewise, we will not accept responsibility for any losses incurred where debit card transactions are unable to be processed.

Cheques and forms

For 2018/19 subscriptions, we must receive any cheques for a Close Self-Directed online ISA by midday
Friday 5 April at the latest. Any cheques received after this time will be classed as contributing
to the 2019/20 tax year.

Please return forms to our FREEPOST address: Freepost CBAM ONLINE INVESTOR SUPPORT

Contact us

Our phone lines will be open as normal:

08:00 - 18:00 Monday to Friday

(excluding public holidays)


If you'd like to speak to us, please contact us on:

0800 014 2712

Email us

Register for the online service to open an ISA

Log in to top up an ISA

Open a Close Stocks and Shares ISA now

If you have a self-directed account with us, download the form to open an ISA

  • 24 Jan 19
  • 0.58MB
  • PDF

If you are not already an existing self-directed client, you will first need to register for our service. There will be an option to open an ISA when you register.

Download

Transfer your existing ISA to us

If you have a self-directed account with us, download the form to transfer an ISA

  • 26 Sep 18
  • 0.61MB
  • PDF

If you are not already an existing self-directed client, you will first need to register for our service.

Download

For clients on other platforms

Aegon (Cofunds)

For all clients with holdings on the Aegon (formerly Cofunds) platform

Find out more

Fidelity FundsNetwork

For all clients with holdings on the Fidelity FundsNetwork platform

Find out more

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.