Shares

These shares are available within ISAs, Investment Accounts and our Pension, held on our new product administration system, alongside the existing range of investment trusts and exchange-traded products, with low dealing fees and Stamp Duty of 0.5%. They can be bought and sold as part of lump sum investments, regular savings plans, switching and model portfolio rebalancing. In addition, supported equities can be re-registered to the platform.

Please note: Financial Transaction Tax (FTT) applies to purchases of some European exchange-traded instruments, including some domiciled in Europe and traded on the other exchanges, such as the London Stock Exchange (LSE). It is charged as a percentage of the transaction value and may vary between countries (e.g. Spanish FTT is charged at 0.2%).

There is a flat rate charge of £1.50 that will be made on a purchase or sale of UK shares with a transaction value of over £10,000 if your trade is the only one made at the time if the trade is aggregated (such as those made via your adviser or intermediary), or if the trade was placed by you online as a Market Order or Limit order. It is used to finance the Panel on Takeovers and Mergers.

There is also flat rate charge of €1.25 (in the Sterling equivalent) that will be made on a purchase or sale of Irish shares with a transaction value of over €12,500* if your trade is the only one made at the time if the trade is aggregated (such as those made via your adviser or intermediary), or if the trade was placed by you online as a Market Order or Limit order. It is used to finance the Irish Takeover Panel.

Investment Finder, accessible once you have logged in, allows you to search for and view information about the available equities. You can also chart their performance using Chart and Compare.

Corporate Actions for equities can be viewed online once you have selected your client.

The value of investments can go down as well as up so your client may get back less than they invest.