Investments opened in branch
If you opened an investment in branch before April 2014 you can find information on how to manage your investments here.
If you would like to know about an investment you made in our branch before April 2014 you can find that information and how to manage your account by calling 0345 835 7374. Call costs may vary depending on your service provider. This number will put you through to the customer administration team and Scottish Widows Unit Trust Managers who can help. Scottish Widows Unit Trust Managers are part of the same group as Lloyds Bank. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm and Sat 9am-12:30pm.
You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.
Fund price information and Fund Factsheets are also available on the Scottish Widows website.
Important legal information
The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.