Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.
Sanlam tax year end cut off dates
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2019-2020 Tax year end deadlines
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Task
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20th March 2020
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Pension and Bond Withdrawals
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Drawdown
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UFPLS
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Small Lump Sum
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25th March 2020
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Any withdrawals or trading requests from GIA or ISAs (excluding SPW – where there is no limitation).
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Selling of assets
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Buying of assets
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Fund switches
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Bed & ISA requests
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30th March 2020
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New account applications
Completed applications & payments*
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3rd April 2020
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Top ups to existing accounts & Cheques
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2020-2021 New Tax Year
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6th April 2020
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Monday 6th April Note: We cannot accept new applications or contributions and withdrawal requests for 2020-21 tax year before this date.
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* That are subsequently honoured