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    Premier and Private banking Stocks and Shares ISA rates and charges

    Commission charges

    We charge a commission for each deal, whether done online or over the phone.

    Online dealing commission - UK and international stocks

    Online dealing commission - UK and international stocks

    Deal type

    Dealing commission

    Deal type

    Online dealing commission

    Dealing commission

    £10.00 per deal

    Deal type

    Frequent Trader rate*

    Dealing commission

    £8.00 per deal (for 8+ deals per quarter)

    Deal type

    Foreign currency conversion charge (international trades only)**

    Dealing commission

    1% per deal

    Deal type

    Regular investments (purchases only)

    Dealing commission

    £1.50 per deal
    Telephone dealing commission - UK and international stocks

    Telephone dealing commission - UK and international stocks

    Deal type

    Dealing commission

    Deal type

    Any

    Dealing commission

    £25.00 per deal

    Deal type

    Foreign currency conversion charge (international trades only)**

    Dealing commission

    1% per deal

    * Frequent trading

    Our standard dealing commission rates will apply for the first 7 trades placed online across your Share Dealing Account or Share Dealing ISA, per calendar quarter (ending 31 March, 30 June, 30 September and 31 December). The Frequent Trader rate will apply to any additional deals you place in the same quarter. Standard rates will resume at the beginning of the next quarter. The Frequent Trader rate does not apply to trades placed in OEICs, Unit Trusts or certificated sales.

    **International trading

    Foreign currency conversions are required to facilitate the settlement of international transactions. We adjust the exchange rate by 1.0% and keep the difference as our fee. The available exchange rate is based on the exchange rate provided by Digital Look. Indicative exchange rates are provided prior to trading, and the rate applicable to the individual trade is confirmed on the contract note once the deal has been completed.

    Fund trading

    Fund trading

    Deal type

    Dealing commission

    Deal type

    Online funds trade

    Dealing commission

    £1.50 per deal

    Deal type

    Telephone funds trade (sales only)

    Dealing commission

    £25.00 per deal

    If you're looking to invest in a fund, please note the fund manager will charge an 'ongoing charges figure' from the fund (also referred to as the OCF). You can find the OCF within a fund’s 'Key Investor Information' Document' (KIID).

    In relation to a number of the funds we offer, we have negotiated discounted initial charges, or an initial charge of 0%.

    Government duties and levies – applies to all online and telephone deals

    Government duties and levies – applies to all online and telephone deals

     

     

    Stamp duty reserve tax

    Purchase of UK equities - 0.5%

    Purchase of Irish equities - 1%

     

    PTM levy

    £1 charge on equity transactions over £10,000

    Account administration charges

    Account charges

    Government duties and levies – applies to all online and telephone deals

    Account type

    Six-monthly account charge

    Account type

    ISA

    Six-monthly account charge

    £10.00
    Closing your account

    Government duties and levies – applies to all online and telephone deals

    Account type

    Account charge

    Account type

    Share Dealing ISA

    Account charge

    Current six monthly fee (pro-rated)

    There may be additional charges for dealing, stock transfers out and rematerialisation (the process by which electronic holdings can be converted into physical certificates) as set out elsewhere in this charges information.

    additional charges

    Service

    Charge

    Service

    Dividend reinvestment

    Charge

    2% maximum £10.00 per deal, funds are capped at £1.50

    Service

    Cheque withdrawal

    Charge

    £12.50 per withdrawal

    Service

    Request for share certificate

    Charge

    £25.00 per stock

    Service

    Transfer of shares to another provider

    Charge

    £25.00 per holding capped at £125.00

    Service

    CHAPS payments

    Charge

    £20.00

    Service

    Returned cheque / DD charge

    Charge

    £12.50

    Service

    Ad hoc tax voucher

    Charge

    £12.50

    Service

    Duplicate contract note (if 6 months after original)

    Charge

    FREE

    Service

    Duplicate statement/valuation (per item)

    Charge

    £12.50

    Service

    Request for replacement share certificate

    Charge

    £30 and any additional third party charges

    Service

    Debit interest

    Charge

    Lloyds Bank base rate +5%

    Service

    Voiding of ISA

    Charge

    £12.50

    Service

    Repair of ISA

    Charge

    £12.50

    Service

    Probate valuations

    Charge

    No administration fee

    Service

    Distribution of assets

    Charge

    No administration fee

    Service

    Lodging a power of attorney

    Charge

    No administration fee

    Please note: All prices include VAT (currently 20%) where applicable.

    Our Share Dealing service does not provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser. Please remember the value of an investment and the income from it can go down as well as up and you may get back less than you originally invested.

    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.

    Important share dealing information