Company Dealing Account - Account Details
How to trade
You will have access to our standard online trading service which gives you simple and clear step-by-step trading with confirmation screens and, using our Quote and Deal Order, you have 15 seconds to decide if you want to make a trade.
You can also sign up for our dynamic, institutionally-inspired and customisable professional trading platform. The platform integrates real-time news feeds and pricing with sophisticated charting tools and proprietary Barclays research. You’ll find everything you need to manage and control your investments in one place. The platform allows you to trade seamlessly across your ISAs, SIPPS and CFD accounts.
Whenever you deal stocks and shares, you have access to our full range of flexible order types including Quote & Deal, Limit Orders, At Best, Stop Orders and our award-winning Trailing Stop service, as well as our market-beating Barclays Stockbrokers Price Improver®.
Please note if you wish to trade in Covered Warrants, you should fully understand the nature of Covered Warrants and the extent of their exposure to risk, indicating your understanding. If this is the first time you have traded in warrants, covered warrants or Listed CFDs you will be asked to complete an appropriateness assessment. Please ensure you understand the difference between Covered Warrants & Listed CFDs. Covered Warrants will run to maturity unless you close them. Listed CFDs will be closed out if they fall below the close out threshold set by the issuer.
Cash management
You can hold cash within the Company dealing account through your Cash Management Service (CMS), where all sales proceeds and purchase costs will be paid to or taken from. However, when you open your account we’ll ask you to set up a Direct Debit so that if there aren’t enough funds in your CMS to cover a purchase or fees owed, we’ll take the balance from your chosen account. Your CMS gives you the flexibility:
- Decide whether you’d like income and fees to be paid to or taken from your CMS or bank account.
- Add fund to your CMS at anytime, online using a debit card, by phone or by cheque.
- Lodge existing shares held in your name to your account using our transfer forms
- Withdraw funds online direct to your bank account or give instructions to withdraw cash by phone or writing once the account is fully open
- Receive share dividends as cash or scrip dividends, or automatically reinvest this income back into the company, buying more shares. You can also give written instructions to withdraw and re-register stock
You can change your account set up at any time by contacting us.
Keeping you informed
As well as being able to access information online, you’ll receive:
- Valuations – a quarterly printed report showing the value of your account
- Smart investor – our regular newsletter
- Small investor update – our topical monthly email newsletter
- Consolidated Tax Certificate – sent shortly after 5 April each year, summarising all dividends received in the UK portfolio in the tax year
- Company Report & Accounts – you can request the Annual Report & Accounts for UK companies held in your account
