Dealing Account

Frequently asked questions

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Q. How can I apply for a Dealing Account?

Q. What can I invest in with a Dealing Account?

Q. Is it possible to open a Dealing Account in joint names?

Q. Can I open a Dealing Account for a child?

Q. How many Dealing Accounts can I have?

Q. Is it possible to open a Dealing Account in the name of a trust?

Q. Is it possible to open a dealing account for a designated purpose?

Q. Can an account be opened in the name of an investment club?

Q. Is there a minimum investment I have to make into a Dealing Account?

Q. How can I buy or sell investments in a Dealing Account?

Q. What are the costs to buy or sell investments?

Q. How can I pay money into my account?

Q. How do I pay for my deals?

Q. How quickly will my deal be processed?

Q. How long does it take before I can invest my sale proceeds?

Q. Is there an annual management fee to hold a Dealing Account?

Q. How are dividends paid on investments in a Dealing Account?

Q. Can I invest on a monthly basis?

Q. Can I make regular payments?

Q. What rate of interest will I earn on cash held in a Dealing Account?

Q. Can I transfer existing shares that I hold into a Dealing Account?

Q. Can I transfer shares held in someone else's name into my Dealing Account?

Q. If I am a non UK resident, can I open a Dealing Account?

Q. Can I give a member of my family access to my account(s)?

Q. Can I appoint a Representative to have access to my account(s)?

Q. When will I receive statements?

Q. Will you send me a tax certificate?

Q. How can I withdraw cash from my Dealing Account?

Q. Can I set up a regular withdrawal facility?

Q. Can I move cash from my Dealing Account to other accounts I have with you?

Q. How do I transfer out of a Dealing Account?

Q. What are the costs associated with setting up and managing a Dealing Account?

Q. What are the terms and conditions of a Dealing Account?

Q. Are there any compensation arrangements covering my Dealing Account?

Q. Can you give me advice?

Q. What if I have any further questions?

Q. What if I have a complaint?

Q. How safe are my investments with you?

Q. How can I change my address held with you?

Q. How can I change my contact details held with you?

Q. If I have share certificates can I put these into my Dealing Account?

Important information
The value of investments can go down as well as up and you may not get back your original investment. Tax rules can change in the future and the tax treatment depends on your personal circumstances.
Apply now
Applying for a Dealing Account has just a few simple steps and only takes a few minutes.

Apply now

Customer feedback
Easy to use website and helpful customer service
Always prompt, clear and effective.
Excellent and continues to get better.
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I would recommend the company to anyone, fair charges, excellent service.
Very easy to do business with and responsive if I have any questions.
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