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Important ISA information

ISA Tax Year End deadlines 2016

New ISA Applications (online) followed by a Debit Card credit 5 April
New ISA Applications (by post) accompanied by a cheque 4 April
Note: The dates above apply to applications that pass the online identity checks.  
   
Bed & ISA Requests (by telephone) 5 April 16:00
Bed & ISA Requests (by post) 4 April
Note: The Bed & ISA deadlines above assume the shares are already held within the customers Dealing account.  
   
Bed & ISA – where the shares are being sent in certificated form (with a CREST Transfer Form) and need to be placed in the customer’s Dealing account 22 March
Note: The date assumes the form and shares are correct and accepted.  
   
Transfer in of shares from a SAYE or SIP scheme 29 March
Cheque credits 5 April
CHAPS/Faster Payment receipts Received by 5 April 16:00 and must be sent from customer’s nominated bank account
Debit Card receipts (online) 5 April 23:59:59
BACS (Direct Debit) Requests (online) 5 April 23:59:59
Transfers from Dealing account to ISA (online) 5 April 23:59:59
Debit Card payments/BACS requests/Transfers from Dealing account to ISA (by telephone) 5 April

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The price and value of any investments and any income from them can fluctuate and may fall. Therefore, you may get back less than the amount you invested. Past performance is not a guide to future performance.

We do not provide advice or make recommendations about investments. If you have any doubts about the suitability of an investment, you should seek advice from a suitably qualified professional advisor.

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