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General questions

Will my money and investments be safe with ii? Should I keep using my service with The Share Centre? How does ii’s service compare to The Share Centre? Do I have to move to the ii platform? I’ve already got an account with ii, what does this mean for me? Can I transfer to ii now? If I’m moving to ii, when will you stop collecting charges from my account? Are all Share Centre accounts moving to ii on 8 February?

Costs and charges

Are my fees and charges changing? How do charges work on the ii platform? Would I pay more or less in charges after the move? How would I pay my monthly service plan fee? Would there be any discounts for trading? I’ve only got a Junior ISA. What will my charges be at ii?

Accounts and investments

What types of account are available with ii? I have a Ready-made ISA/Junior ISA. Would I still be able to hold it? What about my Pension account, Lifetime ISA or Child Trust Fund? Would I be able to hold the same investments as now? How does international trading compare? Would I still have access to select fund ranges? Would I still be able to take part in IPOs and Share offers? What about interest on cash I hold?

Access to information

Would I still be able to access my transaction history with The Share Centre? Would you carry over the ‘book cost’ value for my investments? Would I still receive statements and other account documents from ii? Would I be able to change my communication preferences? What research support would ii provide?

Available services

Who would be able to access my account and use its services? How would I be able to pay money into my account on the ii platform? How would I be able to trade on the ii platform? What order types would I be able to use for trading? What would my options for regular investing and managing my dividend income be? Would there still be a ‘Bed and ISA’ service? Would I still be able to exercise my rights as a shareholder in my investments?

Opting out of the move

Can I change my mind about opting out? How do I transfer to another platform or broker? How do I sell my investments and withdraw my money? Can I sell and withdraw my Junior ISA?

Would I still be able to take part in IPOs and Share offers?

Yes. You would still be able to take part in any that ii participates in.

Still need help?

Please get in touch with our ii enquiries team.

Email: iienquiries@share.co.uk

Please remember

This website can help you make informed investment decisions, not give personalised advice. If in doubt, please seek independent financial advice. Past performance is not an indicator of future performance and since investments can fluctuate in value, you may get back less than you pay in. Tax allowances and the benefits of tax-efficient accounts could change in the future.

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The Share Centre Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority under reference 146768. Registered office: Oxford House, Oxford Road, Aylesbury, Buckinghamshire, HP21 8SZ. Registered in England no. 2461949.

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