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Self-Directed support

   

Your support readily avalible

As a Self-Directed client you can expect competitive, transparent pricing and the high quality of service that our teams deliver to thousands of investors across the UK.
  • Self-Directed glossary of terms

    Published:
    02/02/2017
    Filesize:
    584Kb
    Filetype:
    PDF
    View download
  • Self-Directed service - an introduction

    Published:
    27/04/2016
    Filesize:
    1,596Kb
    Filetype:
    PDF
    Our Self-Directed service can cater for your investment needs, whether you want to simply hold your investments in one of our own funds or select funds from across the market.
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  • Self-Directed terms & conditions

    Published:
    27/04/2016
    Filesize:
    1,429Kb
    Filetype:
    PDF
    This document (referred to as “these Terms and Conditions”) is important. Together with the Key Features and Charges Document, it contains the detailed information you need to know about our Self Directed Service and the way in which it operates.
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  • Key Features and Charges, including key features of the Close SIPP

    Published:
    15/02/2015
    Filesize:
    1,142Kb
    Filetype:
    PDF
    The Financial Conduct Authority is the independent financial services regulator. It requires us, Close Asset Management Limited, to give you this important information to help you to decide whether our Close Stocks & Shares Individual Savings Account (ISA), and/or our Close Cash Individual Savings Account (ISA), and/or our Close Investment Account and/ or our Close SIPP is right for you. You should read this document carefully so that you understand what you are buying, and then keep it safe for future reference.
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Product guides

  • Guide to Investment Funds

    Published:
    15/02/2015
    Filesize:
    539Kb
    Filetype:
    PDF
    Investment funds can offer investment objective options of income, capital growth or a combination of the two. The main appeal of an investment fund is that they offer investors a structured and cost effective way to achieve effective diversification across different asset classes and markets, even with relatively small investments.
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  • Guide to gilts

    Published:
    15/02/2015
    Filesize:
    540Kb
    Filetype:
    PDF
    Fixed income securities such as UK Government bonds (gilts) can help to diversify a portfolio while providing a reliable source of income, although this can be at the expense of capital growth.
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  • Guide to the Investment Account

    Published:
    15/02/2015
    Filesize:
    532Kb
    Filetype:
    PDF
    You can choose from an extensive list of funds from Close Brothers Asset Management and other fund managers, as well as equities, gilts and Exchange Traded Funds (ETFs).
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  • Guide to shares

    Published:
    15/02/2015
    Filesize:
    516Kb
    Filetype:
    PDF
    If you are comfortable making your own investment decisions, a direct investment in shares (commonly called equities) allows you to exploit the potential of leading UK companies.
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  • Guide to the Close Stocks & Shares ISA

    Published:
    14/02/2015
    Filesize:
    3,997Kb
    Filetype:
    PDF
    A Close Stocks & Shares ISA (Individual Savings Account) lets you build the right investment portfolio for your needs, whilst sheltering your returns from tax.
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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future results and you could get back less than invested. Click here to understand the risks associated with investing. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.