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Fund & Share Account

Fund & Share Account

Start an easy to manage, low cost dealing account in less than 5 minutes

Open a Fund & Share Account

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Important information - please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. If you are unsure of the suitability of your investment please seek advice. Tax rules can change and the value of any benefits depends on individual circumstances.

The Vantage Fund & Share Account is a low-cost, flexible investment account that allows you to deal, manage and hold a wide range of investments. You can manage all your investments online, over the telephone, or via our free apps for iPhone, Android and iPad. It is designed for those comfortable making their own investment decisions, without financial advice.

Benefits of the Vantage Fund & Share Account

  • No inactivity fee
  • Free to hold shares and super low fund charges
  • Free live share prices, continually updated and applied to your online portfolio valuation
  • Place your trades with an easy to use, award winning share dealing service
  • Open an account in minutes with a debit card
  • Invest with a financially secure, FTSE 100 company
  • Set stop-loss and limit orders, real time share alerts and interactive charts
  • Access your money at any time
  • Start investing from as little as £25 per month into funds, FTSE 350 shares and investment trusts
  • Low cost, flexible automatic dividend reinvestment

Dealing Charges

Share dealing

(including UK or overseas shares, ETFs, gilts, corporate bonds, VCTs and
investment trusts)

Online 0-9 deals 10-19 deals 20 or more deals
Charge £11.95 per deal £8.95 per deal £5.95 per deal

Fund dealing - No charge

(including Unit Trusts and OEICs)

Automated dealing

Regular savings into funds No Charge
Regular savings into shares and investment trusts £1.50 per deal
Automated income reinvestment (shares and funds) 1% (min £1, max £10) per deal
Automated sales to cover charges (shares and funds) £1.50 per deal
View our full list of charges

Wide investment choice and free research

Invest in over 2,500 funds, shares listed on the UK, US, Canadian and European stock exchanges, corporate and government bonds, ETFs, Investment Trusts and much more. Plus access free share and fund research from our investment team.

More about where you can invest in the Fund & Share Account

Frequently Asked Questions about the Vantage Fund & Share Account

  • How much does it cost to hold investments in the Vantage Fund & Share Account?

    Its free to hold shares, bonds or gilts and ETFs. Fund charges are tiered within bands starting at 0.45% per annum on the first £250,000 of funds, 0.25% per annum on the value between £250,000 and £1m, 0.1% per annum on the value of funds between £1m and £2m, and no charge on the value of funds over £2m.

  • What is the minimum I can invest in the Vantage Fund & Share Account

    The minimum amount to open a Vantage Fund & Share Account is just £1 for applications. The minimum lump sum investment into a fund is £100.

    Monthly savings can be set up from as little as £25 per investment per month.

  • How do I pay for investments?

    You can pay money into your Vantage account online with a debit card, over the telephone on 0117 980 9950 with a debit card or you can send a cheque made payable to 'HLAM Client A/C' via the post.

  • How can I deal in my account?

    Online: If you're registered for online access, simply log in to your account and select the 'Deal' button. If you're not already registered, you can register for online access.

    Telephone: Provided you have a Master Password, you can call our stockbrokers on 0117 980 9800.

    Post: Download a dealing form and return it to: Hargreaves Lansdown, One College Square South, Anchor Road, Bristol, BS1 5HL.

  • What can I buy in a Vantage Fund & Share Account?

    You can invest in UK, American and European shares, investment trusts, Exchange Traded Funds (ETFs), Unit Trust/OEIC funds, covered warrants, gilts and corporate bonds. You can also hold cash on the account pending your investment decision. For more information on investment options, please see Where Can I Invest?.

  • What happens to any income from my investments within the Vantage Fund & Share Account?

    A Vantage Fund & Share Account can be set up to treat income in one of three ways:

    • Reinvestment: We will automatically reinvest income for funds, shares and other investments when it reaches £10 per holding. A dealing commission of 1% will apply (£1 minimum, £10 maximum).
    • Hold as cash: Income will be held on your account pending your further investment instructions.
    • Pay out an income: Income will be paid out directly to a nominated bank/building society account. This payment will be made within 10 working days following the end of each month.

    The instruction you give will apply to all income paying holdings within your Vantage Fund & Share Account.

Open a Fund & Share Account

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