Help & FAQs

Will we all have access to deal on the account or will we have to nominate one person to deal?

Where an account is in joint names we will accept instructions from any of you to buy or sell investments or transfer funds between your nominated bank account and Selftrade. You will receive a shared PIN. Since all account holders sign the application form, you are not required to complete a third party authorisation form. All correspondence will be sent to the nominated address. Any correspondence about the account sent to one of you is deemed to notify you all.

 

Submitted on 20th Aug 2018

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Risk Warning

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change. If your options change regarding an employer's pension scheme you may wish to review your financial situation. Once in a pension your money is only accessible, in general, from age 55.

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