Tax Year End
Please email info@financialdiscounts.com if you are experiencing difficulties dealing online after 5pm on Thursday 2nd April and we will get back to you as soon as we can.
As we approach the end of the tax year, please take note of the deadlines below to ensure that your application gets to us on time. Due to the disruption to the Royal Mail service at present we would encourage you to invest online if you can. Please contact us if you need assistance in investing online or setting up access to your online account. If you have sent us a paper form but have not received confirmation from us by 2nd April please contact us.
Online Investing by debit card
Online applications paid for by debit card can be made right up to 23:30 on the 5th April.
Paper applications
If you wish to use a paper application form, please allow enough time for your form to reach us - paper applications need to be received by Monday 30th March. If you are posting close to this date we would suggest the use of a Guaranteed Next Day Delivery service. You can download a paper form or contact us to receive one in the post. If you have sent us a paper form but have not received confirmation from us by 2nd April please contact us.
Online Investing by bank transfer
Please note if you wish to pay by bank transfer, you will need to submit this via your bank by 17:00 on the 26th March. Please ensure you place your deal online before sending payment by bank transfer.
GIA to ISA transactions
If you wish to transfer your current GIA investments into an Aegon ISA you will need to submit the application by 26th March.