Opens in a new browser tab. How do I retrieve my illustration/application? Available Monday Friday 8am to 5pm, General Enquiries 0330 123 3269 Next accounts made up to 31 December 2023 Charges for the account are 36 a year Customer Admin Fee which covers an ISA, Share Dealing Account and ShareBuilder, 2 dealing commission per trade for regular investments, 9.50 dealing commission for real-time trades, full charges can be found on our charges page. You can contact our web support team, but many issues can be solved by our online help centre. You are happy to close all share dealing accounts under your Personal Reference Number (PRN) this excludes any JISA and SIPP accounts. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. Find out more about cookies. Available Monday Friday 8am to 9pm (Closed weekends and English Bank Holidays). Our phone lines are open to support you and your clients, and all of our processes are fully operational. Fill your email marketing funnel with emails of your leads with our email finder tool and carry them to conversion easier, More than 50,000 businesses use Aeroleads to find emails and phone numbers to start their sales, Hbos Investment Fund Managers Limited's Email Format. If you are not a financial adviser or intermediary, pleasevisit our personal site. Bank accounts with LBG are those with either Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows Bank or Birmingham Midshires. If you would like to change your investment fund(s) by writing to us, pleased download, complete and return the relevant declaration and switch forms. Opens in a new browser tab. HBOS INVESTMENT FUND MANAGERS LIMITED 00941082, Halifax , Great Britain. due by Address: Trinity Road Halifax West Yorkshire, HX1 2RG, UNITED KINGDOM. Hbos Investment Fund Managers Limited Locality:Halifax Address:TRINITY ROAD HALIFAX Halifax HX1 2RG Phone:+44-1264 4648559 Fax:+44-1264 4648559 E-mail:n\a Website:n\a Director / CEO / Owner / Responsible person Hbos Investment Fund Managers Limited:n\a Schedule:Mon-Fri: 8-19, Sat-Sun: 11-16 EH3 1HL. Autell Security HBOS INVESTMENT FUND MA LinkedIn AeroLeads Email Finder chrome plugin, search our Database of 650 million employees, linkedin.com/company/hbos-investment-fund-managers-limited, General Data Protection Regulation (GDPR), You can find the person on LinkedIn if we don't have their information. Any total deposits you hold above the limit between these brands are unlikely to be covered. 09 Apr 2001, 24 May 1990 - However, its important to us that we continually challenge ourselves to identify areas where we could improve value for customers. This may vary depending on your reason for contacting us. When contacting us in writing, please ensure you include: Customer requests are typically processed within 5 working days. To see how a pension with Scottish Widows could benefit your client and their employees, and to get a quote, please complete our online form. Financial Services Compensation Scheme page, Online Investment accounts beginning with IH opened before 20/02/2023, Account numbers beginning with EH opened from 20/02/2023. This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only. To avoid any delays in being able to carry out your request, please can you include a daytime contact number or email address. The Financial Ombudsman offers an independent review service. If you no longer have access to online banking you can call 0345 835 5726. Were sorry to keep you waiting and well answer your call as soon as possible. scottishwidows.co.uk uses cookies to help make using our website easier. Americas +1 212 318 2000 EMEA +44 20 7330 7500 Asia Pacific +65 6212 1000 Company About Careers Diversity and Inclusion Tech At Bloomberg Philanthropy Sustainability Bloomberg London. Sign in to Share Dealing and web chat will appear once an agent is available. You can change your cookie settings at any time. If you have a question about an existing scheme, please email or call our dedicated Pension Support team. Weve included below some useful documents and important information about your Online investments account: Please note the service fee for your Ready-Made investment ISA or Investment Account is 0.24%. Personal Investment Plan, Guaranteed Investment Plan, Guaranteed Growth Bond, Investment Bond and Halifax Bonus Bond, Stakeholder Pension, Flexible Protection Plan and Protection for Life products all fall under the long-term insurance category as they are life assurance products and not classed as Investments under the scheme rules. PO Box 24171 Benefits; Births, death, marriages and care . Go ahead and try us for free! Overseeing and shaping the delivery of Investment Operations & administration services to internal lines of business as well as 3rd party clients. For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above. These documents include all the important information about your childs Junior Stocks & Shares ISA: To make any changes to your childs investment, or just check to see how its performing, you can sign in to the Halifax Share Dealing online service at any time. Opens in a new browser tab. For further information about the compensation provided by the FSCS, refer to the FSCS website atwww.fscs.org.uk/. For general enquiries or to have your call transferred to specific department, please call us on. Please read the Key Investor Information Document (KIID) for your chosen fund prior to requesting to change funds. 69.163.202.234 For ISAs, OEICs & Bonds online access is 8am to 8pm weekdays. London If you would prefer to call us, please choose from the following options. Workplace Pensions, Scottish Widows,PO Box 24171, 69 Morrison Street, Edinburgh, EH3 1HL. Exchange Tower If you wish to put money into your investment from a non LBG account, or prefer not to use our telephone service, please provide your request in writing and include: If you have not made a payment in the last 3 months, we will require an original or certified copy of documentation providing evidence of name and a separate document for evidence of address. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. 69 Morrison Street HBOS Investment Fund Managers serves customers worldwide. Operating in the finance and insurance sector they have a registered office located in WEST YORKSHIRE. Please Enter to access social media links. Firm Reference Number: 192656. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. For ISA, OEICs & Bonds, access is 8am to 8pm Monday to Friday. Use fund name, code or other filters to find the fund you need. Opens in a new browser window. The company current operating status is Active with registered address TRINITY ROAD, HALIFAX, WEST YORKSHIRE. Once we have all the information needed, your withdrawal request will be processed on the day of receipt. Investment Operations Manager. To change investments funds you can speak to one of our consultants Monday to Friday between 9am and 5pm. for HBOS INVESTMENT FUND MANAGERS LIMITED (00941082), (of the document filed at Companies House), Companies House does not verify the accuracy of the information filed. You can change your cookie settings at any time. If this applies, we will confirm what additional information you need to provide. Lovell Park Road Primary Industry. If youre not sure about investing, seek financial advice. You can sign in to online share dealing to view your account. Halifax Share Dealing Limited. It may take up to a further 5 working days for you to receive confirmation. Information on acquisition, funding, investors, and executives for HBOS Investment Fund Managers (Child Trust Fund Business). To get Hbos Investment Fund Managers Limited's employee email lists, you can use, Find email from name and workplace detail, Export your prospects to salesforce, mailchimp, pipedrive, etc. The action you just performed triggered the security solution. In order to get you to the right team as quickly as possible, please have your policy number ready. the bank account you wish the payment to be made from, how you would like us to reply and your contact details (such as your email address or telephone number), your signature providing us with your consent to action your instruction. Available Monday Friday, 8am to 9pm. Opens in a new browser tab. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Halifax Share Dealing Limited Customers with a Lloyds Banking Group (LBG) bank account: If you wish to put money into your investment from an LBG account, you can do this over the phone by speaking to one of our consultants, Monday to Friday between 9am and 5pm. For portal support please contact your portal provider. Video Hbos Investment Fund Managers Limited. Thats why were taking action and introducing the changes below. Tracey Caroline Nicholls (born on Sep 11, 1972), 31 companies. There are 3 ways to get in touch. HBOS INVESTMENT FUND MANAGERS LIMITED | 11 followers on LinkedIn. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm. Thats exactly what professional tennis player Jannik Sinner had in mind when he met up with Lindsey Vonn, US Olympic Champion and one of the best alpine ski racers of all time. PO Box 24171 Email address. Maximum FSCS compensation limits are per person (per provider firm and per category of claim). James Edward Clatworthy (born on Jun 7, 1967), 37 companies. There are currently 5 active directors and 1 active secretary according to the latest confirmation statement submitted on 17th April 2022. Your eligible deposits held by a UK establishment of Bank of Scotland plc are protected up to a total of 85,000 by the Financial Services Compensation Scheme, the UKs deposit guarantee scheme. Potters Bar, Hertfordshire, United Kingdom. Excludes UK Bank Holidays. 30 September 2024, Last accounts made up to You can also visit ourFinancial Services Compensation Scheme pagefor more details. You can also refer to our FSCS Information Sheet(PDF, 50KB)for more details. To allow us to deal promptly with your request, please ensure you include: Once we have received your letter, we aim to respond to your request within 5 working days. The actual level of compensation a client would receive will depend on the basis of their claim. Please ensure you include: Instant automatic valuations are available through our automated service. The Company manages mutual funds for its clients, as well as invests in the public equity and fixed income markets. For firms declared in default on or after 3 July 2015, the maximum level of compensation is 100% of the claim, with no upper limit. AJ Bell Management Limited in the spirit of encouraging See information on how to start working with us agency set up, registering for online services and how to quote and apply. HBOS INVESTMENT FUND MANAGERS LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity 69 Morrison Street Edinburgh EH3 8BW Reference: Z1215 . 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. You can find more information about Forester Lifes Child Trust Fund product on their websitewww.foresters.com. Visit the Bank of Scotland YouTube page. Depending on how you have asked us to contact you, it may take up to a further 5 working days for you to receive confirmation. Please make sure you have your account number to hand. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. PO Box 24171 If you would like to access your money by writing to us, please download, complete and return the relevant withdrawal form(s): Alternatively, if you would rather send us a letter please make sure to include: In order to process some written withdrawal requests we may need to get in touch with you for additional information. Find out how to close your account Balance of 250 or less Our team provides a 24 hour service to accredited journalists, who can call or email us: For product related queries including new quotes/illustrations please contact the relevant product area. James Masson Black (born on Jul 2, 1964), 32 companies. Share Your Design Ideas, New JerseysMurphy Defends $10 Billion Rainy Day Fund as States Economy Slows, This Week in Crypto: Ukraine War, Marathon Digital, FTX. Have you ever wondered about the number of sacrifices a winning athlete has to make? You can contact us using our online enquiry form. Use the PitchBook Platform to explore the full profile. Email: . Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). Registered in England and Wales no. California Weighs $360,000 in Reparations to Eligible Black Residents. If you are not registered, please request access. If no, please complete the ISA application form and return it to us along with a cheque made payable to Scottish Widows Unit Trust Managers Ltd if your investment is held with Scottish Widows, or HBOS Investment Fund Managers Ltd if it is with the Halifax. Click on one of the below links to find out more information on some of our older investment services. Investments purchased in branch Investments purchased in branch: 0345 600 0169 Halifax Stakeholder Pension Plan, Guaranteed Investment Plan and Personal Investment Plans: 0345 030 6244 Available Monday - Friday, 8am to 6pm. Customer Services Department For example, to meet Anti Money Laundering requirements we may need documentary evidence to complete your withdrawal. We'd also like to use analytics cookies so we can understand how you use our services and to make improvements. Payments made by cheque may take up to an additional 2 working days. Your eligible deposits held by a UK establishment of Bank of Scotland plc are protected up to a total of 85,000 by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your request. You can find out the value of your investment by completing an online enquiry. When calling us please make sure you have your account number to hand. HBOS INVESTMENT FUND MANAGERS LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity . Cloudflare Ray ID: 7a2da271efd4ef4b Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). If you hold a ShareBuilder, all the documents you need are below. Contact Information. HBOS Investment Fund Managers Limited HBOS Investment Fund Managers Limited (HIFML) Assessment of Value Report 2021 The Financial Conduct Authority (FCA) has asked all UK Fund Managers to complete an annual review of each of the funds they manage to assess the overall value delivered to customers. In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. Once we have all the information needed, your request to amend your details can take up to 5 working days to be processed. Send me the survey Cancel Topics. Please include the change of investment funds you would like to make and the amount being switched.
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