Help & FAQs

Updating your details for MiFID II?

Your simple MiFID II checklist:

  1. To comply with new regulations, we require you to check that your full name, nationality/nationalities and your National Insurance Number is recorded correctly on your account.
  2. Your details need to be completed and confirmed by you if you wish to make a trade from 3rd January 2018.
  3. We encourage you to get this updated as soon as possible, however don't worry if you do not confirm your details in time as your account will not be closed and neither will your stocks be sold after 3rd January 2018.


How to check and update your information online


The quickest, easiest way to check and update your information is online.
Log in to your account as usual. Update your information in ‘My profile’ which can be found by clicking on your initials within the circle at the top right hand of the page.

You can also take the opportunity to review your other personal details and marketing preferences at the same time.

Submitted on 19th Jan 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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