Workplace Fund and Share Account

Before applying for your Workplace Fund and Share Account, please ensure you read the below information.

• 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.

• An HL Fund and Share Account is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.

• By proceeding, you confirm that you live in the UK and are a UK tax resident for tax purposes. Whether you are a UK resident for tax purposes usually depends on how many days you spend in the UK in the tax year (6 April to the following 5 April). Get help from HMRC to work out your tax residency status. If you are unsure of your tax position, you should seek independent advice. 

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