5 April may be the key date in most people's diaries, but the Association of Investment Trust Compan...
5 April may be the key date in most people's diaries, but the Association of Investment Trust Companies says different trust providers have different internal deadlines that retail investors should be aware of.
|Provider||Contact phone no.||Final date to invest in investment trust ISA|
|Aberdeen||0500-000-040||27/Mar incl. cooling off period, 3/Apr without cooling off period|
|Allianz Dresdner||020-7475-6151||28/Mar acting on advice, 5/Apr cheques cleared by 5PM|
|Baillie Gifford||0800-027-0133||28/Mar incl. cooling off period|
|Close Finsbury||0800-169-6968||5/Apr online using debit card, 5/Apr cheques cleared by 5PM|
|Collective Assets Trust||0131-225-9995||27/Mar|
|Deutsche Investment Trust Managers||0800-317-773||4/Apr by 4.30PM|
|Edinburgh||0800-028-6789||28/Mar online using debit card, 28/Mar cheques received by 12 noon|
|F&C||0845-600-3030||5/Apr online using debit card, 5/Apr cheques posted and received by 12 noon|
|Fidelity Investments||0800-4141-10||5/Apr midnight|
|Henderson||0800-832-832||5/Apr by 5PM|
|ISIS||0845-600-6166||27/Mar by 5PM for postal and online applications using debit card|
|INVESCO||0800-085-8677||28/Mar for new investors, 5/Apr by 5PM for existing investors, 5/Apr by midnight at offices in Henley-on-Thames|
|JPMorgan Fleming||0800-403-030||28/Mar for new investors, 4/Apr for existing investors|
|Martin Currie||0808-100-2125||5/Apr cheques received by 5PM|
|Personal Assets Trust||0131-225-9995||27/Mar|
|Scottish Investment Trust||0131-225-7781||4/Apr by 12 noon|
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till