We charge a commission for each deal, whether done online or over the phone.
|
Deal type |
Dealing commission |
|---|---|
Deal typeOnline dealing commission |
Dealing commission£10.00 per deal |
Deal typeFrequent Trader rate* |
Dealing commission£8.00 per deal (for 8+ deals per quarter) |
Deal typeForeign currency conversion charge (international trades only)** |
Dealing commission1% per deal |
Deal typeRegular investments (purchases only) |
Dealing commission£1.50 per deal |
|
Deal type |
Dealing commission |
|---|---|
Deal typeAny |
Dealing commission£25.00 per deal |
Deal typeForeign currency conversion charge (international trades only)** |
Dealing commission1% 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.
|
Deal type |
Dealing commission |
|---|---|
Deal typeOnline funds trade |
Dealing commission£1.50 per deal |
Deal typeTelephone 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%.
|
|
|
|---|---|
|
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 type |
Six-monthly account charge |
|---|---|
Account typeISA |
Six-monthly account charge£10.00 |
|
Account type |
Account charge |
|---|---|
Account typeShare Dealing ISA |
Account chargeCurrent 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.
|
Service |
Charge |
|---|---|
ServiceDividend reinvestment |
Charge2% maximum £10.00 per deal, funds are capped at £1.50 |
ServiceCheque withdrawal |
Charge£12.50 per withdrawal |
ServiceRequest for share certificate |
Charge£25.00 per stock |
ServiceTransfer of shares to another provider |
Charge£25.00 per holding capped at £125.00 |
ServiceCHAPS payments |
Charge£20.00 |
ServiceReturned cheque / DD charge |
Charge£12.50 |
ServiceAd hoc tax voucher |
Charge£12.50 |
ServiceDuplicate contract note (if 6 months after original) |
ChargeFREE |
ServiceDuplicate statement/valuation (per item) |
Charge£12.50 |
ServiceRequest for replacement share certificate |
Charge£30 and any additional third party charges |
ServiceDebit interest |
ChargeLloyds Bank base rate +5% |
ServiceVoiding of ISA |
Charge£12.50 |
ServiceRepair of ISA |
Charge£12.50 |
ServiceProbate valuations |
ChargeNo administration fee |
ServiceDistribution of assets |
ChargeNo administration fee |
ServiceLodging a power of attorney |
ChargeNo administration fee |
Please note: All prices include VAT (currently 20%) where applicable.
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.