James Hay Partnership works together with some of the most respected execution only stockbrokers in the UK for the Modular iPlan.

Through the Modular iPlan we offer access to execution only stockbrokers on our panel with no additional charges from James Hay Partnership although your selected stockbroker may apply charges. Alternatively, you can appoint a stockbroker not on our Panel by adding the Whole of Market Module for £100 per annum. Please note that off panel stockbrokers will apply their own additional charges and also cannot be appointed on the Modular ISA.

Click on any of the companies below to display more information. All statements have been provided by the companies. James Hay Partnership have published these in good faith and accept no liability for their accuracy.


Santander

Santander Sharedealing is part of Santander UK plc – part of Banco Santander, one of the world’s largest banks.

Santander Sharedealing operates as an execution only broker, this means clients make their own investment choices. Clients can manage their account using the telephone dealing service and can also trade and view their account using the website www.santander.co.uk/Sharedealing.

Santander Sharedealing is a trading name of Abbey Stockbrokers Limited. Registered Office: Kingfisher House, Radford Way, Billericay, Essex CM12 0GZ. Registered in England number 02666793. Abbey Stockbrokers Limited is authorised and regulated by the Financial Conduct Authority (FCA registration number 154210), is a member of the London Stock Exchange and is an HM Revenue & Customs approved ISA Manager. Abbey Stockbrokers Limited is a wholly owned subsidiary of Santander UK plc. Santander and the flame logo are registered trademarks.

Selftrade

Selftrade is a trading name of Equiniti Financial Services Limited, part of the Equiniti Group.

The following are just some of the features you can expect from your Selftrade share dealing account:

  • A wide variety of investments
  • The ability to place at best and limit orders online or by telephone
  • View a full statement history outlining your dealing history and money movements
  • View your portfolio value
  • Read and respond to secure messages relating to your share dealing account, including electronic contract notes

Charges

Selftrade will apply the following specially negotiated charges for James Hay Partnership customers:

  Modular iPlan Wrap
Annual Management Fee £0 £0
Dealing Fee £15 / transaction
(including telephone
and online trades)
£15 / transaction
(including telephone
and online trades. First
20 transactions per
year free)*

 These exclusively negotiated terms with Selftrade for James Hay Partnership clients are available on the Modular iPlan and Wrap. 

*Ordinarily the charge for using the Selftrade service is part of your Monthly Transaction charge levied on the James Hay Wrap. However, if you make more than 20 Wrap sharedealing transactions in a year, the £15 per transaction, dealing fee will apply. You / Your Financial Adviser will be notified if this applies.

Stocktrade

Stocktrade, based in Edinburgh, is the execution-only division of Brewin Dolphin Ltd, one of the largest independently-owned private client investment managers in the UK, dating back to the mid-18th Century.

As an execution-only broker, Stocktrade does not offer investment advice but instead deals and settles transactions for investors who make their own investment decisions.

Stocktrade has been establishing new standards in stockbroking and customer service since 1993. Stocktrade's unique combination of established stockbroking heritage and the latest service delivery techniques allows Stocktrade to provide quality low-cost services for all of its customers.

Stocktrade offers a wide range of services and products to a diverse range of clients, including individuals, institutions, quoted companies, fund managers, financial advisors and banks.

For further information please select www.stocktrade.co.uk.

The value of investments can fall and you may get back less than you invested.


Points to consider

The Stockbroker investment option may not be suitable for all investors and if you are in any doubt you should consult your financial adviser. James Hay Partnership is not authorised to give financial advice. If you do not already have a financial adviser, information can be obtained from www.unbiased.co.uk

You can also find useful and impartial information about pensions, savings and investments on the Money Advice Service, formerly the UK Consumer Financial Education Body (CFEB).

 

Capital At Risk Warning

The value of your investments is not guaranteed and can go down as well as up.