Open a Fund and Share Account
Fund and Share Account Application
Filling in the application takes about 10 minutes. Add £1 or more to get started.
Before opening a Fund and Share Account, you should be:
- Comfortable building and maintaining your own portfolio
- Confident making long-term investment decisions
- Free from significant debt (other than a mortgage)
- Clear on our charges and how you’ll be affected by tax
If you’re not sure which investments are right for you, please ask us about
. There's no personal advice on our
website.
What you need to know
- 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.
- To open an HL Fund and Share Account online, you’ll need to live in the UK and be a UK resident for tax purposes. If you’re not, please contact us so we can check if you are eligible to open an account.
What you need to have to hand
- Your National Insurance number. You can find this on your National Insurance card, a benefit letter, payslip or P60.
- Your debit card details, if you’d like to open your Fund and Share Account with a lump sum. The minimum amount is £1.
- Your bank details, if you’d like to set up a Direct Debit into a Fund and Share Account. The minimum monthly amount is £25.
By opening this Fund and Share Account, you agree to our terms, so please make sure you’ve read and understood our: , Terms and Conditions with Tariff of Charges (PDF), Important Investment Notes and Key Features (PDF). Please contact us if you have any questions.