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
Open a Close Stocks and Shares ISA now
- 24 Jan 19
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
- 26 Sep 18
If you are not already an existing self-directed client, you will first need to register for our service.Download