How to elect. Bank of Scotland Share Dealing
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- Linette Andrews
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1 How to elect Bank of Scotland Share Dealing Structured products are designed for investors who can leave their initial capital invested for the full term. Selling this investment prior to maturity may mean you get back significantly less than your original investment. As with other stock market investments, the value of your investment can go down as well as up and you may not get back the full amount you have invested.
2 Contents Page 1. I am an existing Bank of Scotland Share Dealing Customer and a. I want to invest in this structured product in an existing account 3 b. I want to open a new Stocks & Shares ISA to invest in this product 4 2. I am new to Bank of Scotland Share Dealing 5 2
3 1a. I am an existing Bank of Scotland Share Dealing customer and I want to invest in this structured product in an existing account If you re an existing customer and want to invest in this structured product then simply follow these instructions: Sign-in to our online service. Select Account Management from the list on the left-hand side. Select Important Notifications from the sub-list that appears. Select an account from the list to see all notifications relevant to that account. The notification may show in more than one account so make sure you ve selected the account in which you want to invest. Open the notification and elect by specifying the amount that you wish to invest. Once you ve made your election you must make sure that you have funded the correct account with the amount that you are investing into the structured product. 3
4 1b. I am an existing Bank of Scotland Share Dealing customer and I want to open a new Stocks & Shares ISA to invest in this structured product If you re an existing customer and want to invest in this structured product using an ISA then simply follow these instructions: Sign-in to our online share dealing service. To open a new product click on Account Management on the left-hand side and Add a Product. We will automatically add the structured product notification to your online share dealing account within one working day so that you can take up the offer. If after one full working day the notification has not been added to your account, please call us on Once this has been added select Important Notifications within Account Management. Select an account from the list to see all notifications relevant to that account. The notification may show in more than one account so make sure you ve selected the account in which you want to invest. Open the notification and specify the amount that you wish to invest. Once you ve made your election you must make sure that you have funded the correct account with the amount that you are investing into the structured product. 4
5 2. I am new to Bank of Scotland Share Dealing If you re new to Bank of Scotland Share Dealing and want to invest in this structured product you will need an active share dealing account or stocks and shares ISA. To do this simply: Apply for an account. Once your account is activated we will automatically add the structured product notification to your online share dealing account within one working day so that you can take up the offer. If after one full working day the notification is not showing, please call us on To elect for the structured product simply: Sign-in to your share dealing account. Select Account Management from the list on the left-hand side. Select Important Notifications from the sub-list that appears. Select an account from the list to see all notifications relevant to that account. The notification may show in more than one account so make sure you ve selected the account in which you want to invest. Open the notification and specify the amount that you wish to invest. Once you ve made your election you must make sure that you have funded the correct account with the amount that you are investing into the structured product. 5
6 (05/12) Halifax Share Dealing Limited trading as the Bank of Scotland Share Dealing Service. Halifax Share Dealing Limited. Registered in England No Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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