• Our services
• Investor accounts and services
• Share Account
• Account options
• Trader option
• Managing your dividends
• Contract notes and statements
• Company reports and accounts

Account options

A range of options to make investing easier

Once you’ve opened a Share Account, you can choose from a wide range of optional services that makes managing your investments even easier.

Trader option

If you are expecting to trade frequently or invest a significant lump sum, our Trader option may be more cost effective. Regardless of how many accounts you have, you pay a fixed amount of £7.50 for each transaction with the Trader option rather than a percentage of the investment.

Managing your dividends

We offer three easy ways for you to manage your dividends: retained, reinvested or paid out. Simply indicate how you would like your dividends handled when you open your Share Account. Once your account is open, it's easy to change how your dividends are managed.

Contract notes and statements

Whenever you make a sale or purchase we will send you a detailed contract note. Plus, with a Share Account you receive a statement twice a year detailing all transactions from the past six months.

Company reports and accounts

As a shareholder you enjoy certain shareholder rights. For no extra charge, we can arrange for you to receive a wealth of information from the companies you have invested in, including annual company reports and accounts and notices of general meetings.

01296 41 41 41