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Free Services
| Bank of Scotland Share Dealing Account & Bank of Scotland ShareBuilder customers | Bank of Scotland Self-Select Funds ISA customers | Bank of Scotland Self-Select Stocks & Shares ISA & SIPP customers |
| Account statement/portfolio valuation | ![]() | ![]() | ![]() |
| Dividend collection and payment | ![]() | ![]() | ![]() |
| Annual consolidated tax voucher | ![]() | ||
| 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 certificates | ![]() | ![]() | n/a |
| Transfer in of shares from another stockbroker | ![]() | ![]() | n/a |
| Transfer in of shares from another ISA manager* | n/a | ![]() | ![]() |
| Transfer in from an approved sharesave scheme | ![]() | n/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 55.
Click here to view our Regulatory Information
Halifax Share Dealing Limited trading as the Bank of Scotland Share Dealing Service. Halifax Share Dealing Limited. Registered in England No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.


