Certificated Share Dealing - Account Details

 

How to trade

Once registered, you can trade by phone. If selling shares, you’ll need to send us the certificate and transfer form. If buying, you’ll need to ensure sufficient cash is available in your chosen bank account on settlement day.

 

Cash management

When you open your account we’ll ask you to set up a Direct Debit to your chosen bank account. We pay sales proceeds and take purchase costs from this account. Your initial dealing limit is £7,500, which we may be able to increase subject to certain conditions.

 

Keeping you informed

We will send you a contract note confirming the details of your deal, and the settlement arrangements.