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Can I open an HL Fund and Share 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 a HL Fund and Share Account in the name of a Trust online or over the telephone.

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