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Open a Fund and Share Account

Your portfolio

Investment goal:

Risk level:

Investment account: Fund and Share Account

Amount invested:

Remove portfolio

Fund and Share Account Application

Filling in the application takes about 10 minutes. Add £1 or more to get started.

Before opening a Fund and Share Account, you should be:

  • Comfortable building and maintaining your own portfolio
  • Confident making long-term investment decisions
  • Free from significant debt (other than a mortgage)
  • Clear on our charges and how you’ll be affected by tax

If you’re not sure which investments are right for you, please ask us about . There's no personal advice on our website.

What you need to know

  • Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
  • To open an HL Fund and Share Account online, you’ll need to live in the UK and be a UK resident for tax purposes. If you’re not, please contact us so we can check if you are eligible to open an account.

What you need to have to hand

  • Your National Insurance number. You can find this on your National Insurance card, a benefit letter, payslip or P60.
  • Your debit card details, if you’d like to open your Fund and Share Account with a lump sum. The minimum amount is £1.
  • Your bank details, if you’d like to set up a Direct Debit into a Fund and Share Account. The minimum monthly amount is £25.

By opening this Fund and Share Account, you agree to our terms, so please make sure you’ve read and understood our: , Terms and Conditions with Tariff of Charges (PDF), Important Investment Notes and Key Features (PDF). Please contact us if you have any questions.

Open a Fund and Share Account by phone

Call us on 0117 980 9950

See opening times

Open an account by post

Request application form