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Funds, shares and other investments

Funds
Shares
Investment trusts
ETFs
Corporate bonds & gilts
VCTs
Corporate actions
HL Portfolio+

Passwords and account settings

Passwords and security
Preferences and settings
Email updates and share alerts
Transaction history
Regular savings
The HL app
Moving overseas

Adding and withdrawing money

Adding money
Withdrawing money

Income and loyalty bonus

Income
Loyalty bonus

Dealing

Fund dealing
Share dealing
Overseas share dealing
IPOs, new issues and launches
Corporate actions

Charges and fees

Account management fees
Collecting charges
Minimum cash balance
Fund charges
Share charges
Investment trust charges
ETF charges
Bond charges

Transferring investments

Shares
Stocks & Shares ISA
Junior ISA
Cash ISA
Investment accounts
Pensions & SIPPs
Telephone transfers
When someone dies

Tax information

Tax facts
Investment reports
Transaction history

Account management, support and fees

Free guides

From basic to advanced investing, our guides have the information you need to manage your account.

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Useful forms

Our useful forms allows you to apply for an account by post and transfer investments from another provider.

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Calculators

Calculators designed to save time and work out how much your investments could be worth.

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Anchor Road
Bristol
BS1 5HL

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Funds Fund types, investing, pricing, charges, trackers and literature
Shares Dealing, prices, types of share, initial public offerings and analysis
Investment trusts Net asset value, gearing, premiums, discounts and split capital trusts
ETFs Types of ETF, indexes, costs, performance and the risks involved
Corporate bonds & gilts Types of bond, dealing, interest, risks and credit ratings
VCTs Dealing, types of VCT, performance and tax benefits
Corporate actions Types of corporate action, elections and obtaining information
HL Portfolio+ The portfolios, rebalancing, charges and how to invest

Passwords and security PINs, passwords, online registration and security of assets
Preferences and settings Settings for personal details, income, fees, live prices and linked accounts
Email updates and share alerts Daily market updates, Newsroom, share tips and price alerts
Transaction history How to view transactions and contract notes
Regular savings Collection dates, minimum amounts, setting up and cancelling
The HL app Getting started, viewing your account and watchlists
Moving overseas How to organise your investments for moving abroad

Adding money How to add money, cheques and debit card payments
Withdrawing money Adding a nominated bank account, timescales and settlement periods

Income Income options, dividends, interest and coupons
Loyalty bonus Payments, preferences and the effect of RDR

Fund dealing How to buy funds, pricing, pending orders and savings
Share dealing Buying shares, prices, quotes, stop losses and limit orders
Overseas share dealing Charges, W-8BEN forms and tax implications
IPOs, new issues and launches Offer prices, applying, minimum investments and the risks
Corporate actions Types of corporate action, elections and obtaining information

Account management fees Charges for paper statements, closing an account and transferring
Collecting charges How charges are collected, when they will be collected and the options
Minimum cash balance How the minimum cash balance is calculated and changed
Fund charges Charges for buying, transferring and holding funds
Share charges Charges for buying, transferring and holding shares
Investment trust charges Charges for buying, transferring and holding investment trusts
ETF charges Charges for buying, transferring and holding ETFs
Bond charges Charges for buying, transferring and holding bonds

Shares How to transfer electronic and certificated shares
Stocks & Shares ISA How to transfer an ISA from another provider
Junior ISA How to transfer a Junior ISA or Child Trust Fund from another provider
Cash ISA How to transfer a Cash ISA from another provider
Investment accounts How to transfer a general investment account from another provider
Pensions & SIPPs How to transfer pensions from another provider
Telephone transfers What type of account you can transfer by telephone and who to contact
When someone dies What happens to your HL investments (including your pension), and what to do if a loved one’s died

Tax facts Income tax, capital gains tax, stamp duty and allowances
Investment reports Tax certificates, account charges, cost figures and cash balances
Transaction history How to view transactions and contract notes

Stocks and Shares ISA Applying, managing, fees and transferring
Lifetime ISA Applying, managing, fees and transferring
Junior ISA Applying, managing, fees and transferring

SIPP Applying, contributions, transfers and retiring
Drawdown Moving funds to drawdown and managing the account
Annuities Buying an annuity and annuity alternatives
Retirement Planner Using a mixture of secure and variable income to match your needs
Lump sum option (UFPLS) Take lump sums from your pension

Fund and Share Account Applying, managing, fees and transferring
Junior Investment Account Applying, bare trusts, managing and tax

Opening an Active Savings Account
Managing your savings
Interest payments, charges and tax
FSCS
Transferring between HL accounts

Help and support

Popular subjects

Account management, support and fees

SIPP, drawdown and annuity

ISAs

Fund and Share Account

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