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Contact Details

0845 0700 720
Mon-Fri 7.45am-7pm; Sun 2pm-6pm
Calls to this line, and other Selftrade telephone numbers, may be recorded.


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Transfer to us

Make Selftrade your first choice

Move to Selftrade and benefit from our fair deal: flat fees and no percentages.

You'll pay just £12.50 for both online and phone trades. Our Dealing, Joint Dealing, Investment Club and SIPP Dealing accounts incur no annual fees. Neither does the self-select shares CTF. The Shares ISA has a flat annual charge of just £25, inclusive of VAT. The Stakeholder CTF has a 1.5% maximum annual charge which includes all Legal and General UK Index Trust charges. Our share is capped at £25.

You'll also benefit from:

  • A choice of equity, fund, bond, covered warrant and other securitised derivative investments
  • Limit and stop orders at no extra charge
  • Fast and efficient execution of trades
  • Price improvement on online UK equity trades
  • Instant account funding by debit card
  • No inactivity charges
  • Free access to analysts' consensus estimates
  • Customer Services available six days a week to handle calls and emails

We'll pay up to £300 of transfer costs when you transfer

Transfer your Dealing, SIPP Dealing* and ISA accounts to Selftrade and we'll pay a maximum of £100 per individual account type. We'll make the payment into your Selftrade Dealing account once we've seen the final statement showing the transfer out charges. The refund offer applies to all transfer requests submitted in writing to Selftrade and received by 31 December 2008. Selftrade reserves the right to terminate or amend the offer at its discretion.

Just send in the exit statement and we'll credit your Selftrade Dealing account.

We also offer refunds of up to £100 on transfer costs of Investment Club accounts.

If your exit charges are likely to be higher than £100 for each type of account, please call us and we will see what we can do.

*Please note that refunds are paid in relation to the transfer of SIPP Dealing accounts (and the assets held therein) to Selftrade, not for transferring between SIPP administrators or trustees.

Arranging your transfer

Transferring your account is easy. Print an account transfer form, together with the appropriate application form or call Customer Services, who will send you the forms you need. Complete and return them to us, and we’ll do the rest.

We'll send your authority to your existing broker and arrange for the transfer to take place. This will generally take between 14 and 30 days to complete so do bear in mind that you won't be able to deal in those investments whilst the transfer is in progress and that their value may change during this time. Depending on their own policy, you may be able to trade the stock in your account with your previous broker until they are withdrawn (though you should bear in mind that doing so may complicate the transfer once it's been started).

Once investments have been added to your account with us, you'll be able to deal in them straightaway.

Some brokers won't transfer the actual investments but will require you to sell them and then transfer the cash balance; do check with your broker.

If you just want to transfer individual investments, rather than the whole account, simply use the transfer form and in the 'Securities and cash you want to transfer' section only include the investments you want to move across.

If you've any questions, our Customer Services team on 0845 0700 720; we'll be pleased to help.

Account options

  • Personal dealing account
  • Investment club
  • Joint dealing account
  • Child Trust Fund
  • Child SIPP dealing
  • Company dealing
  • CFDs and Spread Betting

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Pricing

  • £12.50 - our flat fee for online and phone trades
    Applies across all our different account.
  • No dealing fee on Fund purchases
    Plus many Funds have specially negotiated initial charges and lower management fees to save you even more.
  • No annual fees - and no inactivity fees
    Trade as little or as often as you want.

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Award-winning services

Our services are recognised as providing good service and value for money. That's why readers of various investment magazines regularly vote us the leading service provider across different categories. Come and join them in receiving award-winning service.

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