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Free Services
| Halifax Share Dealing Account & Halifax ShareBuilder customers | Self-Select Funds ISA | Halifax Share Dealing Self-Select Stocks & Shares ISA & SIPP customers |
| Account statement/portfolio valuation | ![]() | ![]() | ![]() |
| Dividend collection and payment | ![]() | ![]() | ![]() |
| Annual consolidated tax voucher | ![]() | n/a | n/a |
| Attendance at shareholder meetings (on request) | ![]() | ![]() | ![]() |
| Arrangements for proxy voting (on request) | ![]() | ![]() | ![]() |
| Annual report and accounts (on request) | ![]() | ![]() | ![]() |
| Shareholder benefits (on request) | ![]() | ![]() | ![]() |
| Selected corporate actions (excluding Rights Issues, Open Offers & Offers for Subscription> | ![]() | ![]() | ![]() |
| Transfer in of share certificates | ![]() | ![]() | n/a |
| Transfer in of shares from another stockbroker | ![]() | ![]() | n/a |
| Transfer in of shares from another ISA manager* | n/a | ![]() | ![]() |
| Transfer in from an approved sharesave scheme | ![]() | n/a | ![]() |
| Cash withdrawal by electronic transfer (BACS)** | ![]() | ![]() | ![]() |
* There is an administration charge for the transfer in of another registered pension scheme, please see the SIPP administation charges section for details of the transfer charges.
** You can not withdraw cash from your SIPP until you have reached the age of 50 (55 from 2010).
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Please remember the value of your investments and the income from them can go down as well as up. You may not get back the full amount you have invested. If you're in any doubt about the suitability of any of our products, or whether to buy or sell shares, you should consult an appropriate Financial Adviser.

