Historic or branch investments

If you hold historic or branch investments you can find information on how to manage them here.

Please remember that the value of investments and the income from them, can fall as well as rise and you may get back less than you invest. If you’re not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.


If you hold a ShareBuilder, all the documents you need are below. Charges for the account are £36 a year Customer Admin Fee which covers an ISA, Share Dealing Account and ShareBuilder, £2 dealing commission per trade for regular investments, £9.50 dealing commission for real-time trades, full charges can be found on our charges page. You can log in to internet share dealing to view your account. Please note, that we are currently not accepting new applications for ShareBuilders.

If you have closed your account and want to find out the details you can contact us.

These documents include all the important information about your ShareBuilder account:

ShareBuilder Terms and Conditions (PDF, 55 KB)
Share Dealing Account Terms and Conditions (PDF, 199 KB)
Order execution policy (PDF, 62 KB)
Data privacy notice
Conflicts of interest (PDF, 60 KB)
Costs and Charges (PDF, 182 KB)
Bank of Scotland Share Dealing Brochure (PDF, 723 KB)

Junior Stocks & Shares ISA

We aren’t currently accepting new applications for our Junior Stocks & Shares ISA. If you hold a Junior Stocks and Shares ISA on behalf of your child all the important documents are available below.

Key Investor Information Document (PDF, 100 KB)
Terms and conditions (PDF, 164 KB)
Order Execution Policy (PDF, 50 KB)
Conflicts of Interest Policy (PDF, 49 KB)
Data Privacy Notice
Funding and investing guide (PDF, 1.5 MB)

To make any changes, or to see how it’s performing, you can sign in to the Bank of Scotland Share Dealing online service at any time.

Log in to online share dealing

If you would like to transfer money in to your child’s Junior ISA from another Junior ISA, simply complete and return the transfer form below. Please note, some providers can charges exit fees so it’s worth checking with them first.

Junior Cash ISA Transfer Form (PDF, 432 KB)

If you wish to view the past performance of the fund held in this Junior ISA you can do so by visiting the Scottish Widows website.

Branch investments

If you would like to know about an investment you made in our branch before April 2014 you can find that information and how to manage your account by calling 0345 835 7375. Call costs may vary depending on your service provider. This will put you through to the HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers customer administration team, who can help. Both companies are part of the same group. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm.

You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.

Fund price information and Fund Factsheets are also available on the Scottish Widows website.

Bank of Scotland Share Dealing Service is operated by 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.