These documents provide all of the information you might need about your investment bought online from our range of managed funds after April 2014.
Key Investor Information Document (PDF)
Please sign in to Online Banking to view, top up, see a current valuation, or make a withdrawal from your fund.
You may also find our Help and Research section useful. This contains guides on how to plan for your future and understanding risk.
Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.