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I want to know:
A TradePlan can help control the risk of investing and make the most of the rise and fall of the stock market, without having to keep a constant eye on share prices.
*Our Stop Loss and Price Locking facilities do not use a guaranteed stop loss. When the share price reaches your target price, your order will go into a queue to be actioned. This means that the price dealt may, on occasion, be either higher or lower than the trigger price.
Please note, if the price changes outside of your set criteria it either won’t stop selling (e.g. stop loss) or we won’t continue to buy if the price doesn't stay below your set buy price.
You can find our TradePlans within the ‘Dealing’ section of the website once you’re logged in. You can amend or cancel a TradePlan order at anytime before it expires.
Please note, TradePlan is only available on CREST eligible UK investments.
Each TradePlan you set-up costs £2 and if a trade is executed then we’ll reduce the dealing commission on that trade by £2 per trade.
A charge of £2 will be made each time you amend the TradePlan. If your TradePlan expires before it has been executed then the £2 charge will not be refunded. You can cancel a TradePlan at any time without an additional charge.
If you set-up a TradePlan within our Stocks and Shares ISA or SIPP then we’ll waive the £2 set-up fee. The usual dealing commission will still apply on any completed order.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.