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We can help you with any questions about your application, our charges, how your account is managed, or how to transfer investments to us.
We will always try to verify your identity electronically however, if this isn’t possible, we need you to send ID to us to complete your application. If you’re asked to send ID then please send us one document from the proof of identity list and one document from the proof of address list.
All documents must be valid original or certified documents and we cannot accept expired documents.
You can certify your documents in any Halifax, Lloyds Bank or Bank of Scotland branch, or by a lawyer or accountant who is a member of a recognised professional body.
If you’d like a lawyer or accountant to certify your documents:
Or (please note we cannot accept any of the below if you are using it for proof of identity):
Please email photographs of the documents to StockbrokingIDandV@lloydsbanking.com
In the subject of the email please include your Personal Reference Number.
To confirm your identity and address, you will need to include 3 photographs:
Please ensure the photographs are taken clearly so we can verify the documents being sent into us. When taking a photo of yourself ensure it is a clear visible image of your whole face with no obstructions (i.e. no sunglasses or hat).
When sending documents through to us we must make you aware of the following:
You will receive an automated email response confirming receipt.
Alternatively you can send the documents to us by post to the address below:
Freepost RRXJ - EACH - JBTC
Lloyds Bank Share Dealing
Lovell Park Road
Or you can take the original documents into your local branch for copying. Certifiers should state, 'I have seen the original document and I certify this to be a true copy of the original'. They should sign, print their name and date the copy. They should state their professional capacity and apply their branch or practice stamp as appropriate. Documents must be certified on each page.
If you’ve got a Ready-Made Investment and you’re struggling to find it within Internet Banking then please follow the below steps.
Step 1: Log on to Internet Banking.
Step 2: Scroll past all other Lloyds Bank accounts until you see ‘Your investments and pensions’.
Step 3: Click on the + icon to see your account and then click on ‘Online Investments’ to view your account.
If you’re can’t find what you’re looking for then please contact us.
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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.