Get rewarded when you transfer
Get up to £1,000 when you transfer your investments or ISAs to us. Capital at risk. Account fees and offer terms apply.
More about the offerHand on laptopIf you have investments or ISAs elsewhere, now could be a good time to transfer. At Lloyds Bank, you could get up to £1,000 cashback, on each of your first 5 individual transfers of £5,000 or more, to our Share Dealing ISA or Share Dealing Account by 30th June 2023.
Capital at risk. Account fees and other charges apply. Offer terms apply.
Lloyds Bank vs. our competitors
See how we compare on trading funds in a Share Dealing ISA
Our comparison is based on:
- Making the most of your full ISA allowance by investing £20,000
- Trading 6 times a year in funds
- Our charges and competitors charges, excluding any fund manager charges or government taxes or levies
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£1.50 |
Annual platform/admin charge£40 |
Calculation6 trades = (6 x £1.50) + Annual admin charge (£40) |
Total cost£49 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)Free |
Annual platform/admin charge£90 |
Calculation6 trades = (free) + Annual platform charge of 0.45% (£90) |
Total cost£90 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£7.99 |
Annual platform/admin charge£119.88 |
CalculationMonthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month. |
Total cost£119.88 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)Free |
Annual platform/admin charge£90 |
Calculation6 trades = (free) + 0.35% annual service fee (£90) |
Total cost£90 |
How long does it take to transfer?
Simple transfers usually take 5 weeks to complete but complex transfers may take longer.
Are you transferring funds to us?
If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.
See how we compare on trading Stocks and Shares in a Share Dealing ISA
Our comparison is based on:
- Making the most of your full ISA allowance by investing £20,000
- Trading 4 times a year in UK shares
- Our charges and competitors charges, exclude any fund manager charges or government taxes or levies
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£11 |
Annual platform/admin charge£40 |
Calculation4 trades = (4 x £11) + Annual admin charge (£40) |
Total cost£84 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£11.95 |
Annual platform/admin charge£45 |
Calculation4 trades = (4 x £11.95) + Annual platform charge of 0.45% (a shares only portfolio is capped at £45) |
Total cost£92.80 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£7.99 |
Annual platform/admin charge£119.88 |
CalculationMonthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month. |
Total cost£119.88 |
|
|
Standard online commission (per trade) |
Annual platform/admin charge |
Calculation |
Total cost |
|---|---|---|---|---|
|
|
Standard online commission (per trade)£7.50 |
Annual platform/admin charge0.35% annual service fee (£90) |
Calculation4 trades = (4 x £7.50) + 0.35% annual service fee (£90) |
Total cost£120 |
Data for both tables has been taken from competitor websites, correct at 10/03/2023.
Please note, in addition to our charges you may have to pay government taxes or levies. Fund managers will also apply their own charges for funds and you can find these in the fund’s Key Investor Information Document.
Are you transferring funds to us?
If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.
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What you need to do
- Complete our certificate transfer form (PDF, 60 KB) and a Crest Transfer Form (PDF, 136 KB).
- Sign your completed forms and then post them to us (with your share certificates).
The Stock Administration Department
Lloyds Bank Share Dealing Limited
Lovell Park Road
Leeds
LS1 1NS- We can only transfer stock where the name on the certificate matches the name on the account.
- We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.
Once your transfer is complete you will be able to see your investments online straight away, we’ll also send you a letter to let you know.
How long does it take?
Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
Irish Certificates
Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.
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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.