Can I open an account in the name of a trust?
Yes. To apply for an HL Fund and Share Account in the name of a trust, you would need to send us an application form via the post which can be requested from our Investment Helpdesk on 0117 900 9000.
We require the original or a certified copy of the Trust Document with the accompanying application form and, if not already in the Trust Document, a list of names and addresses of all authorised trustees and beneficiaries.
It is not possible to apply for an HL Fund and Share Account in the name of a Trust online or over the telephone.