Free Services

 

Halifax Share Dealing Account Halifax ShareBuilder customers Self-Select Funds ISAHalifax Share Dealing Self-Select Stocks & Shares ISA SIPP customers
Account statement/portfolio valuation 
Dividend collection and payment
Annual consolidated tax vouchern/an/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 certificatesn/a
Transfer in of shares from another stockbrokern/a
Transfer in of shares from another ISA manager*n/a
Transfer in from an approved sharesave schemen/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.

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