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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2018-2019 Tax year end deadlines
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Task
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22 March
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SIPP, Pension and Bond Withdrawals
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Drawdown
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Portal Drawdown
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UFPLS
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Small Lump Sum
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28 March
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Any withdrawals from GIA or ISA
All trading requests
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Selling of assets
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Buying of assets
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Fund switches
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1 April 2019
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New account applications – completed applications & payments*
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5 April
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Top ups to existing accounts & Cheques
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2019-2020 New Tax Year
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8 April 2019 - Monday
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Note: We cannot accept new applications or contributions and withdrawal requests for 2019-20 tax year before this date.
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* That are subsequently honoured