Registration help

If you’re new to share dealing and want some additional help getting started, or you need to provide additional documentation to complete your application, we can help get your account up and running.

Intro to share dealing


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Temporary Password


I received my temporary password, where do I use this?

Additional documents


I need to provide additional documents, what do you need?

When do you need to provide additional documentation?

We will attempt to complete all our checks electronically however if this isn’t possible, you’ll need to provide valid original or certified documents.

What documentation will you need?

You will need to send us one document from the proof of identity list and one document from the proof of address list. All documents must be valid original or certified documents.

You can certify your documents in any Halifax, Lloyds Bank or Bank of Scotland branch, or by a lawyer or accountant who is a member of a recognised professional body.

If you’d like a lawyer or accountant to certify your documents:

  • We must be able to locate the certifier by name.
  • The individual who is certifying your document(s) must state, 'I have seen the original document and I certify this to be a true copy of the original'.
  • They should also sign, print their name and date the copy.
  • They should state their professional capacity and apply their branch or practice stamp as appropriate.
  • All certified documents must be printed on letter headed paper.

All documents must be current as we cannot accept expired documentation.

  • Passport - (Passports not from the UK/EU/EEA require a valid visa)

Or:

  • UK photo driving licence

Or:

  • Full paper driving licence.
  • EU/EEA driving licence with photograph and signature; this must be issued by a member state of the EU/EEA.
  • Northern Ireland voters card.
  • EEA or equivalent jurisdiction National Identity Card with photograph and signature.
  • UK Benefits / State Pension Notification letter dated within the last 12 months. This must be from an official source i.e. Job Centre Plus, Department for Work and Pensions / Local Authority confirming the rights to a benefit.
  • HM Revenue and Customs Tax Notification issued within the last 12 months. This must be a HMRC Tax Notification i.e. statement of account, notice of coding relating to the current year. We CANNOT accept P45’s or P60’s.
  • UK Blue Disabled Drivers Pass. This must contain passport sized photo, name, signature, expiry date and issuer details.
  • Biometric Residence Permit issued by Home Office.
  • Firearms certificate.
  • Passport Card (Ireland).
  • UK Military card (known as MOD90). Only acceptable for current serving personnel.

All documents must be current as we cannot accept expired documentation.

  • Utility bill (dated within the last 6 months)

Or:

  • Council tax demand letter / statement (dated within the last 12 months)

Or: (please note, we cannot accept any of the below if you’re also using it for proof of identity).

  • UK photo driving licence.
  • UK full paper driving licence.
  • EU/EEA driving licence with photograph and signature; this must be issued by a member state of the EU/EEA.
  • Bank or Building Society Statement. This must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated showing transactions within the last 6 months. Statements showing interest only, carry forward balances or ISA statements CANNOT be accepted.
  • Mortgage statement. This must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated within the last 12 months.
  • HM Revenue and Customs Tax Notification issued within the last 12 months. This must be a HMRC Tax Notification i.e. statement of account, notice of coding relating to the current year. We CANNOT accept P45’s or P60’s.
  • UK Benefits / State Pension Notification letter dated within the last 12 months. This must be from an official source i.e. Job Centre Plus, Department for Work and Pensions / Local Authority confirming the rights to a benefit.
  • Solicitors’ correspondence confirming a house purchase in the last 3 months and dated within the last 3 months.
  • Local Council Rent/Card/ Statement – The Rent card / statement must be issued by the Local Council Authority and include your name and residential address. It must have also been updated in the last 3 months.

Where do I send my documentation?

Once you’re ready to send your additional documents to us, please send these to the below address, we also recommend sending any personal documentation by recorded delivery.

Customer registration and support
Bank of Scotland Share Dealing
Lovell Park Road
Leeds
LS1 1NS

We recommend that important documents are sent by recorded delivery. Any original documents sent to us will also be returned by recorded delivery.