{
  "url": "https://openlegislation.uk/individual-savings-account-regulations-1998/regulation-5DI",
  "json_url": "https://openlegislation.uk/individual-savings-account-regulations-1998/regulation-5DI.json",
  "legislation": "uksi/1998/1870",
  "legislation_title": "The Individual Savings Account Regulations 1998",
  "legislation_url": "https://openlegislation.uk/individual-savings-account-regulations-1998",
  "path": "regulation/5DI",
  "kind": "regulation",
  "number": "5DI",
  "heading": "Special provision in respect of Lehman Brothers investments and Keydata investments",
  "text": "(1) Regulations 5DJ to 5DM make special provision in respect of an investment that is a Lehman Brothers investment or a Keydata investment.\n(2) An investment is a Lehman Brothers investment if—\n(a) the investment was a qualifying investment held by an account investor in a stocks and shares account on 15th September 2008;\n(b) Lehman Brothers Holdings Inc. acted as the sole counterparty underwriting the investment on that day; and\n(c) the investment was not sold or otherwise disposed of on that day so as to cause it to cease to be a qualifying investment of the account on that day or any other day.\n(3) An investment is a Keydata investment if—\n(a) the investment was a qualifying investment held by an account investor in a stocks and shares account on 8th June 2009;\n(b) Keydata Investment Services Limited (Keydata) on that day—\n(i) was the account manager of the account, or\n(ii) administered the account for another account manager; and\n(c) the investment was not sold or otherwise disposed of on that day so as to cause it to cease to be a qualifying investment of the account on that day or any other day.",
  "extent": null,
  "status": null,
  "version": "current",
  "annotations": [
    {
      "type": "F",
      "label": "F1",
      "text": "Regs. 5D-5DM inserted (8.8.2012) by The Individual Savings Account (Amendment) (No. 2) Regulations 2012 (S.I. 2012/1871), regs. 1, 11"
    }
  ],
  "outstanding_effects": [],
  "provenance": {
    "source": "legislation.gov.uk",
    "source_url": "https://www.legislation.gov.uk/uksi/1998/1870/regulation/5DI",
    "retrieved_at": "2026-10-29T11:24:14.041613+00:00"
  },
  "licence": "Open Government Licence v3.0",
  "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/",
  "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: legislation.gov.uk, The National Archives."
}