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Historic or Branch-based investments
If you hold historic accounts or branch-based investments, you can find information on how to manage them below.
Halifax Child Trust Fund plans have now transferred to Forester Life Limited
Halifax is no longer a provider of Child Trust Fund plans. On 10th April 2020 these plans moved to a new provider called Forester Life Limited (Forester Life).
You can find more information about Forester Life’s Child Trust Fund product on their website www.foresters.com.
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- This section is for customers with a SIPP account administered by AJ Bell. You can continue to access and manage your account by signing in .
These documents include all the important information about your SIPP account:
- Halifax Share Dealing SIPP Service Terms & Conditions (PDF, 386KB)
We’re making some changes to our SIPP Service Terms and Conditions.
View the new terms (PDF, 317KB) (effective from 20 January 2025) - Halifax Share Dealing SIPP Scheme Terms & Conditions (PDF, 172KB)
- Master Trust Deed and Rules (PDF, 2.5MB)
- Order execution policy (PDF, 81KB)
- Data privacy notice
- Conflicts of interest (PDF, 93KB)
For more information about managing your account visit our AJ Bell SIPP page.
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This section is for customers with an Online investment account with an account number beginning with IH opened before 20/02/2023.
You can continue to use your Online investment as usual. If you wish to get details of your account you can do so by signing in to Halifax Online Banking
If you no longer have access to online banking you can call 0345 835 5726. Available Monday – Friday, 8am to 5pm.
We’ve included below some useful documents and important information about your Online investments account:
- KIID – Managed Growth Fund 2 (Cautious)(PDF, 111KB)
- KIID – Managed Growth Fund 4 (Balanced)(PDF, 114KB)
- KIID – Managed Growth Fund 6 (Progressive)(PDF, 114KB)
- Terms and conditions (PDF, 184KB)
- Our Fund Range and Investments (PDF, 249KB)
Please note the service fee for your Ready-Made investment ISA or Investment Account is 0.24%. This has been capped to a maximum of £36. For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above.
There are also ongoing fund charges which can be found in the Our Fund Range and Investments document above.
For more information about the funds and past performance visit our Online Investments page.
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If you hold a ShareBuilder, all the documents you need are below. Charges for the account are £36 a year Customer Admin Fee which covers an ISA, Share Dealing Account and ShareBuilder, Commission-free regular investing using our scheduled investment service, £9.50 dealing commission for real-time trades, full charges can be found on our charges page. You can sign in to online share dealing to view your account. Please note, that we are currently not accepting new applications for ShareBuilders.
If you have closed your account and want to find out the details you can contact us.
These documents include all the important information about your ShareBuilder account:- ShareBuilder Terms and Conditions (PDF, 61KB)
- Share Dealing Account Terms and Conditions (PDF, 187KB)
We’re making some changes to our Share Dealing Account Terms and Conditions.
View the new terms (PDF 1.11MB) (effective from 20 January 2025). - Order execution policy (PDF, 81KB) Data privacy notice Conflicts of interest (PDF, 93KB)
- Costs and Charges (PDF, 65KB)
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If you made an investment in our branch before April 2014 and you’d like information or want to manage your account call 0345 600 0169. This number will put you through to the customer administration team at HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers, who will be able to help you. Both companies are part of the same group as the Halifax. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm.
You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.
If you made an investment in our branch before April 2014 and you’d like information or want to manage your account call 0345 600 0169. This number will put you through to the customer administration team at HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers, who will be able to help you. Both companies are part of the same group as the Halifax. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm.
You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website.
Fund price information and Fund Factsheets are available via the links below. -
If you hold a Junior Stock and Shares ISA on behalf of your child, all the documents you’ll need are below, or you can sign-in to online share dealing to view your account. Please note, that we’re not currently accepting new applications for our Junior Stocks & Shares ISA.
These documents include all the important information about your child’s Junior Stocks & Shares ISA:
- Key Investor Information Document (PDF, 99.7KB)
- Terms and conditions (PDF, 158KB)
We’re making some changes to our Junior Stocks & Shares ISA Terms and Conditions.
View the new terms (PDF, 546KB) (effective from 20 January 2025) - Order Execution Policy (PDF, 70KB)
- Conflicts of Interest Policy (PDF, 68.4KB)
- Data Privacy Notice
- Funding and investing guide (PDF, 715KB)
To make any changes to your child’s investment, or just check to see how it’s performing, you can sign in to the Halifax Share Dealing online service at any time.
If you would like to transfer money in to your child’s Junior ISA from another Junior ISA, simply complete and return a Junior Cash ISA Transfer Form (PDF, 463KB)
If you wish to view the past performance of the fund held in this Junior ISA you can do so by visiting the Scottish Widows website. -
Find out more about your Personal Investment Plan (PIP), from how it works and your investment options, through to making a withdrawal.
Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). For further information about the compensation provided by the FSCS, refer to the FSCS website at www.fscs.org.uk/. You can also visit our Financial Services Compensation Scheme page for more details.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.