SIMPLER SHARE DEALING

Better protection for investors

Over the last few months we’ve made a range of improvements to our service to make Share Dealing simpler and your investments more secure.

What’s changed?

We‘ve made some changes to help you manage your account:

  • Quarterly statements - Keeping track of your investments isn’t always top of the to do list. We now send you your statement quarterly - that way you can keep a closer eye on what’s going on.
  • Clearer costs and charges - To help you understand exactly what you’re paying, we provide annual costs and charge summaries, to let you know what you have paid throughout the year to both us and other third parties.

We‘ve also improved the information we provide to help with your future investments including:

  • Order execution report - You’re able to check where and how well we’ve carried out orders, as we publish details about this every year.
  • Investing information - We’ve improved the information we provide when you invest with us. We give you more details about the risks involved with different types of investment and how much you’ll pay.
  • Complex assets and the risks - If you want to invest in more complex assets, we ask you questions about the specific asset you would like to invest in and the risks that come with them.

Interview with an Industry Expert

The views expressed are those of the industry expert and are not intended to provide legal, tax, or financial advice.


Clearer information about our service

We’ve put together some documents to give you clearer information about our costs and charges, what you can invest in and the risks involved, and how we look after your money and investments.

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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, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.