The 2019/20 New Tax Year “Zero Investment Fee” Offer

Overview

On April 17 this offer was extended to run till April 30, from an original end date of April 20.

  • The Offer will be available for new and existing customers (‘Eligible Customer’).
  • The Offer will be available for investments held for 12 months or more (‘Qualifying Investments’) beginning from the date that the payment is processed. If a withdrawal is requested before the 12 month period has ended, Bricklane will retrospectively charge the standard investment fee (between 0.625% and 2%) on the funds invested subject to this offer. As set out on this Our Fees page.
  • Qualifying Investments can be made into Standard and ISA accounts, into any fund offered through the platform. SIPP investments are not eligible for the Offer.
  • The Offer period is from 6th April 2019 until midnight on 30th April 2019.
  • For ISA transfers to qualify for the Offer, completed ISA transfer forms must be received by Bricklane within 14 days of indicating your ISA transfer online. Bricklane may accept forms that arrive later at its sole discretion.
  • If, for any reason, an Eligible Customer makes a payment that fails to process, the Eligible Customer has 14 days to make a successful payment and receive the Offer.
  • The Offer includes all transactions made into Standard and ISA accounts, including monthly payments that have previously been scheduled.
  • This offer does not support the transfer of monies between Bricklane’s funds.

General

  • Bricklane reserves the right to extend or withdraw the offer at any time.
  • Bricklane is the sole arbiter of these rules and any other issue arising under this promotion.
  • Standard terms and investment terms relating to your use of Bricklane apply and are not affected in any way by this Offer.
  • A failure or delay in enforcing compliance with any term of these terms shall not be a waiver of that or any other term of these terms.
  • This Offer is not compatible with any other offer.
  • By making an investment into ISA and Standard accounts during the Offer period, from 6th April 2019 to 20th April 2019 you agree to these offer terms.

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Capital at risk

The value of your investment can go down as well as up. If you want to sell shares, there is no guarantee that you will be able to find a buyer for your shares within a reasonable timeframe at a price that is acceptable to you. The REITs invest in residential property, which are not highly liquid assets. Rental yields and dividends may be lower than estimated.

Tax rules and allowances depend on individual circumstances and may change in the future. Bricklane does not give financial advice. If you are unsure about whether investment is right for you, you should seek independent advice before investing, including tax advice.