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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.
If you are already a Self-Directed client, to open an investment account, please complete, sign, scan and send this form 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.
We offer clear and competitive pricing with no hidden costs or charges.
*The transferring provider may make a charge for transferring investments or cash proceeds to Close Brothers Asset Management.
Invest in a wide choice of investments with our Close Investment Account:
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.
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.
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.
| Set up account | Nil |
| Contributions into your account | Nil |
| Transfers in | Nil |
| Transfers out | Nil |
| On-going platform fee – deducted monthly | 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. |
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.
Register for an Investment Account
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.
If you are already a Self-Directed client, to transfer an investment account to us, please complete, sign, scan and send this form 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.
Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.
