For advisers

This page is only appropriate for independent financial advisers and not suitable for individual investors. 

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For individual investors

We have now reached capacity for our current range of Investment Plans and as a result we are closing their offer early


To give you as much time as possible, we will be accepting fully completed application forms for all of our Investment Plans until close of business on Monday 1 June 2020. Unfortunately, application forms for our Investment Plans received after that date will not be processed.


For clarity, this deadline applies to all methods of submitting your clients’ applications into our Investment Plans:

  • Physical paper application forms that are posted to us
  • Scanned PDFs of application forms that are emailed to us
  • Applications submitted via Investec For Advisers
  • Applications submitted via a WRAP or platform 


We appreciate that your clients may not be able to transfer us their investment amount by Monday 1 June 2020, so provided that their fully completed application form has been received by that deadline, your clients will still have until close of business on Friday 12 June 2020 to either transfer us their investment amount or send us their cheque. 

Deposit Plans

Our current range of Deposit Plans is unaffected by this early closure and will remain open for direct and ISA investments until 12 June 2020 as usual. 

We sincerely apologise for any inconvenience that this early closure may cause you.  We will be launching a new range of Investment Plans and Deposit Plans on 15 June 2020. 


Key dates and deadlines

Direct and ISA application form deadline (Investment Plans): 

1 June 2020

Receipt of client's investment amount by cheque or transfer (Investment Plans)

12 June 2020

Direct and ISA applications (Deposit Plans)

12 June 2020

Start date

22 June 2020

ISA Transfer Funds Receipt

29 June 2020

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