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Making it easy for you to buy, sell and manage your sharesYour 0800 SHARES account is operated on our behalf by The Share Centre. Once opened it works just like a bank account; you can deposit existing shareholdings as well as funds to cover the cost of future purchases. Remember, if your shares are already held in nominee form with another service, they could make a charge for the transfer.Paying money into your account couldn’t be simpler, whether it’s by debit card payment, bank transfer or cheque. And you can withdraw money whenever you want by making a simple telephone request to 0800 742 737, although for amounts in excess of £10,000 we will require your request in writing. For your convenience, our phones are manned Monday to Friday 8.00am to 6.00pm. When you sell investments, the proceeds are credited to your account and, just as with a normal bank account, you’ll receive regular statements to help you keep track of your dealings. Plus, if you have an internet account remember you can check your position online anytime. Dividends paid to you from investments you hold will be added to your account, or you can choose to have them transferred to your normal bank / building society account. You can even ask us to re-invest your dividends automatically. The safe, convenient way to hold your shares... and less paperwork too!Your 0800 SHARES account provides a safe home for your investments, so there’s no risk of mislaying or even losing your share certificates.It’s often the case you’ll only look for your certificates when you need them... to sell or accept the terms of a take-over for instance. If you can’t locate them, it can be a lengthy and expensive process to have them replaced, and you might miss out on the peak in the share price. But as all the share holdings in your account are held in nominee name, you can be sure they’re safe and secure. What’s more, because the companies in which you own a share send all the paperwork to us, you avoid having to spend time working out what’s important and what isn’t. We’ll summarise the information and clearly set out your options. All you need do is decide what action you want to take, and tell us... we’ll carry out your decisions. That way, you stay in control but avoid having to handle the paperwork because we take care of all the administration for you. If you’d like to receive the annual reports, or other shareholder information issued by companies in whom you hold shares, just let us know and we’ll be pleased to arrange it for you, free of charge. Keeping you in touch and in controlWhenever you buy or sell shares through your 0800 SHARES account you’ll immediately receive a ‘contract note’ setting out the full details... which shares you’ve bought / sold, the price, dealing costs and the date when the cost of purchases will be debited to your account, or sale proceeds credited.Then every half year, in April and October, you’ll receive a full summary of all the transactions which have passed through your account in the last six months... shares bought or sold, dividends and interest received, payments into and/or out of your account. Making it easier to complete your tax return tooAt the end of every tax year you’ll receive a Composite Tax Voucher confirming all the dividends you have received on UK stocks in the previous tax year. It makes it easier for you to complete your tax return, and ensures you don’t have to hunt around for those missing dividend vouchers.Of course, we can only include dividends on shares you hold in your Share Account. So why not make the most of this time-saving service by simply transferring the existing shareholdings you have in certificate form or held with other stockbrokers into your 0800 SHARES account? You see, once all your holdings are together you’ll find it much easier to keep tabs on them. You’ll find the appropriate form needed to make transfers in the Application Pack which you can download and print or request a copy of by clicking here. |
The investment services referred to may not be suitable for every investor and if in doubt you should contact a financial adviser.
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