Investment trusts in NISA - Contract or Delivery Date?
Posted: Wed Dec 20, 2023 2:11 am
Hey RetireJapan community,
Quick query: for NISA purposes, is the relevant date the contract or delivery date? Looking to invest in EMAXIS Slim All Country with leftover 2023 Regular NISA allowance. If I order today, the contract date is 21st Dec, and delivery is 27th Dec. What should be the last date to pour everything under 2023 NISA?
Any insights appreciated!
Quick query: for NISA purposes, is the relevant date the contract or delivery date? Looking to invest in EMAXIS Slim All Country with leftover 2023 Regular NISA allowance. If I order today, the contract date is 21st Dec, and delivery is 27th Dec. What should be the last date to pour everything under 2023 NISA?
Any insights appreciated!