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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.
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This section is for customers with a SIPP account that is administered by AJ Bell. You can continue to access and manage your account by logging in.
These documents include all the important information about your SIPP account:
Bank of Scotland Share Dealing SIPP Service Terms & Conditions (PDF,381KB)
Bank of Scotland Share Dealing SIPP Scheme Terms & Conditions (PDF,133KB)
Master Trust Deed and Rules (PDF, 131KB)
Order execution policy (PDF, 62KB)
Conflicts of interest (PDF, 60KB)
For more information about managing your account visit our AJ Bell SIPP page.
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This section is for customers with an Online investment account with an account number beginning with IB opened before 20/02/2023.
You can continue to use your Online investment as usual. If you wish to get details of your account you can do so by logging in to Internet Banking
If you no longer have access to Internet Banking you can call 0345 835 5727 Available Monday – Friday, 8am to 5pm.
We’ve included below some useful documents and important information about your Online investments account:
- KIID – Managed Growth Fund 2 (Cautious) (PDF, 111KB)
- KIID – Managed Growth Fund 4 (Balanced) (PDF, 114KB)
- KIID – Managed Growth Fund 6 (Adventurous) (PDF, 114KB)
- Terms and conditions (PDF, 174KB)
- Our Fund Range and Investments (PDF, 254KB)
Please note the service fee for your Ready-Made investment ISA or Investment Account is 0.24%. This has been capped to a maximum of £36. For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above.
For more information about the funds and past performance visit our Online Investments page.
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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, Commission-free regular investing using our scheduled investment service, £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, 55KB)
Share Dealing Account Terms and Conditions (PDF, 560KB)
Order execution policy (PDF, 62KB)
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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, 100KB)
Terms and conditions (PDF, 759KB)
Order Execution Policy (PDF, 50KB)
Conflicts of Interest Policy (PDF, 49KB)
Funding and investing guide (PDF, 1.5MB)
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, 432KB)
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.
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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.