Opening and paying-in to your Shares ISA

Plus details of our free trades offer

With the end of the 2009/10 tax year approaching, it's important you get your ISA application to us in good time to meet the 5 April deadline. Details of different ways to open and fund your Shares ISA, and associated timings for 2009/10 accounts, are shown below. Remember, the Bank Holiday falls over the end of the tax year, so do check the details below to ensure you don't miss the boat.

The quickest way to open and fund your account is online - applying and funding your account takes just 10 minutes when you credit your account using a debit card.

Remember, when opening and/or funding a Shares ISA account from 29 Jan to 30 April 2010 you'll receive up to ten free trades. Terms apply and full details are shown below.

Application and Payment deadlines for a 2009/10 Shares ISA

Applying for your Shares ISA Before applying for a Shares ISA please ensure you read and understand the Investment Risk Warnings and other important information
   
New to Selftrade? Apply for a Shares ISA online >
   
Selftrade customer already? Simply log-in > then click on the ISA image link (as shown below) from your 'My account' page.
 

Paying-in to your 2009/10 Shares ISA

Payment / application option Day Date Received by:
ONLINE      
New application and debit card payment Monday 05-Apr 23:59
Adding payment to an existing account by debit card Monday 05-Apr 23:59
BACS transfer Monday 29-Mar 14:45
Inter-account Transfer (from Dealing account) Monday 29-Mar 14:45
CHAPs payment to us Thursday 01-Apr 19:00
FasterPayment to us Wednesday 31-Mar 19:00
       
OFF-LINE      
New application with cheque by post Thursday 01-Apr 19:00
Debit card by phone Thursday 01-Apr 19:00
Inter-account Transfer (from Dealing account) Thursday 01-Apr 19:00

Further information about these payment options

Applying for a 2010/11 Shares ISA

Applications for a Shares ISA for the 2010/11 tax year can be accepted from 6 April 2010.

Up to ten free trades when you open and /or pay-in to your Shares ISA

When you open and subscribe to a new or existing Shares ISA (as shown in the table below) you'll automatically qualify for free trades: the more you pay-in, the more free trades you'll receive.

What's more, this applies to both a 2009/10 Shares ISA and a 2010/11 one as well - so now it's an even smarter move to make the most of your ISA allowance for each of these tax years together.

Free trades are added on the next working day after you pay in to your ISA so please allow for this when planning your trades. Only your initial subscription in each of the qualifying periods counts in determining the number of free trades that you'll receive.

ISA year Period Initial subscription No. free trades To use by:
2009/10 29 Jan to 5 April 2010 Up to £3,600 1 30 April 2010
    £3601 - £7,000 3 30 April 2010
    £7,001 or more 10 30 April 2010
         
2010/11 6 April to 30 April 2010 Up to £5,100 1 31 May 2010
    £5101 - £10,000 3 31 May 2010
    £10,001 - £10,200 10 31 May 2010

Terms apply, click here for full details

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