How To Use Selfrade

Transcription

1 Welcome to Selftrade A guide for new Selftrade customers PART OF THE EQUINITI GROUP

2 Welcome Thank you for choosing Selftrade for your investments. Selftrade aims to provide you with the information and tools you need to help you make informed investment decisions that will achieve your financial goals. We wish you every success with your investments. Contents Customer Benefits...3 Services...4 The Selftrade website...5 Key functions Logging in and out...6 Funding your account...7 Trading online...8, 9 Communication...10 My Admin...11 My Selftrade...12 Transfer to Selftrade...13 Contact

3 Customer Benefits As a Selftrade customer you can enjoy the following benefits: Full access to markets: Buy and sell UK and international shares, funds, ETFs, ETCs, bonds, gilts and warrants. Up-to-date information and analysis: Get analyst insight and recommendations for more than 8,000 UK and international listed companies including access to Directors dealing, where you can find out which company directors are buying and selling stock in their own companies. Access to data: Access to historical data and technical analysis to help you refine your investment strategy. Extensive funds platform: Over 2,000 fund classes with no initial charge. No dealing fees on purchases, just per online trade on sales and a free fund selector to help you find your preferred fund. Risk Warning The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance. Selftrade does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser. 3

4 Services Selftrade offer a number of services which can be used within any account: Dividend Reinvestment (DRIP) Automatically reinvest dividend income from FTSE 350 companies and a selection of other companies, a range of Investment Trusts, ETFs, and ETCs using the Dividend Reinvestment (DRIP) service chargeable at 1.50 (plus stamp duty reserve tax) per purchase. Regular Investment Try the Regular Investment Service to purchase selected shares for the reduced commission of just 1.50 (plus stamp duty reserve tax) by investing from as little as 50 per month. Free Limit and Stop Orders Gain greater control over your trading. Set the price that you would like to buy or sell particular shares up to 30 days in advance. Frequent trader Trade at 6 (plus stamp duty reserve tax) per trade. Save money on trading costs when you trade over 100 times in a calendar quarter. 4

5 An overview of the Selftrade website Our Services Information about Selftrade products, charges, essential forms, guides and FAQS are found in Our Services. Smarter Investing Whether you are a beginner or a frequent trader, the Smarter Investing section covers your needs in wealth creation, planning for retirement or living in retirement to help you make confident investment decisions that are right for you. Prices & Quotes All the information and charts you need about the markets can be found in the Prices and Quotes section. News & Analysis News & Analysis provides up to the minute news and announcements including daily news summaries, market and international news. A range of investment tools, research and information are available to customers when you are logged in to your account. My Selftrade My Selftrade is the Selftrade members and customers area. Membership is free and allows you to make use of our Virtual Portfolio, Watchlists and Alerts so you can try out strategies, or monitor stock and fund prices. See page 12 for further information. 5

6 Key functions Login To login to your account, enter your account number, date of birth and three digits from your PIN. A welcome letter with confirmation of your account number and an Activation Code will be posted to you after your account is opened. You make your own PIN selection when you open your account. Activation code You may access your account, fund your account and trade prior to receiving the Activation Code. You will only be able to fund your account up to 12,000 until you enter the Activation Code. Once you enter the Activation Code, you may fund your account to the amount you wish. Login problems If you experience any problems with login, please get in touch: Phone: (07:45 19:00 UK time, Monday Friday) info@selftrade.co.uk Forgotten login credentials If you forget your login credentials, please contact Customer Services by telephone. Logout Logout by selecting the red logout button at the top right of any page. Select Login at the top right of any page. Enter your account number. Select your date of birth from the drop down menus. Enter selected digits from your PIN. Select Submit. You are now logged in. Select Skip to access your account until you receive and enter the Activation Code. 6

7 From the secondary navigation, select Manage My Account, then Payments. Funding your account Fund your account by direct debit, debit card for immediate funding or bank transfer to pay in from your nominated bank account. Remember setting up a direct debit can take up to ten business days to become active. To fund your account quickly, please use your debit card. You may also transfer funds instantly between your Selftrade accounts. Select Deposit, then either Debit card or Bank transfer. View the online demonstration showing how to fund your account» Debit card screen Bank transfer screen 7

8 Trading online Dealing hours are: For the UK market 08:00 16:30 (UK time) For the US market 09:30 16:00 (ET) From the Portfolio page of the account you wish to trade from select Place Order. Our charges A full list of charges can be found on the Selftrade website. View the online trading demonstration which shows buying and selling and setting up Limit Orders, Regular Investments and DRIPs» Enter the name of the investment you wish to trade and select Submit. Select B or S for Buy or Sell 8

9 Trading online continued... Select the order type (Please note At Best will not be available if the market is closed). Enter the quantity you wish to buy/sell or the total amount you wish to invest/ cash you wish to raise, including all dealing charges. Select Get quote to obtain a live price. Your quote will be displayed for 15 seconds. Select Confirm to buy/sell or Cancel. 9

10 Communication Message Box Selftrade will communicate with you about your account via your secure Message Box. Sensitive information will never be disclosed via . Annual statements and Consolidated Tax Vouchers (CTV) Annual statements and CTVs will be issued as at 5 April and half yearly statements will be issued as at 5 October. Contract notes After each trade, a contract note will be sent to your Message Box. Contract notes will contain all the required information in a clear, easy to read style and can be saved to your computer and printed for your records. Marketing Communications You will receive s and communications from Selftrade about special offers, IPOs and market information if you chose to receive marketing communications when you opened your account. If you no longer wish to receive marketing communications, please let us know via your secure Message Box or telephone. Access your Message Box here A do not delete option is available for each message to prevent a message from being deleted. 10

11 My Admin Changing your PIN For increased security of your Selftrade account, we recommend changing your PIN at least quarterly. No member of the Selftrade team will ever ask you for your entire PIN and we have no access to see this number. Personal details You may amend your address and telephone number online. To change your address, please use the Change of Personal Data form. Bank details You can amend your nominated bank details online. New bank details will be confirmed with your bank. Please note: It will take up to ten working days to set up a new direct debit to a new bank account. Alerts and Preferences You may set up an and/or SMS alert to be informed when a Limit Order has been processed or when there is an important message from Selftrade in your Message Box. Permissions Warrants and other complex instruments are derivative products for which special risks apply. Investors are required to provide information regarding their knowledge and experience in these products to enable an assessment on whether the product is appropriate for them to trade.the assessment is available online and as a form. Third Parties To give your permission for a Third Party to access and control your account, fill in the Third Party Authorisation form. 11

12 My Selftrade My Selftrade provides access to a range of tools that can be saved and monitored before you start investing on the Selftrade platform. Watchlists Watchlists are used for keeping an eye over the securities of your choice e.g. latest price, volumes traded, high, low, etc. It is useful for keeping track of the key information and data on your own investments or investments you may wish to trade in the future. Watchlist data is updated constantly with a 15 minute delay. Virtual Portfolios The Virtual Portfolio allows you to buy and sell securities using virtual cash with no risk to your real capital. You can set brokerage fees to emulate the charges you pay when you trade. Unlike a real account it does not collect dividends, charge stamp or PTM levy, account for corporate actions or offer regular monthly investing. The Virtual Portfolio is an ideal tool to try out some new trading methods and strategies without risking your money or even competing with friends or family! Alerts You may set up alerts which will notify you once a stock or fund has met your desired value. 12 View the online demonstration about My Selftrade»

13 Transfer to Selftrade If you have accounts at another provider that you would like to consolidate with your new Selftrade account, please fill in the transfer form and send to: Selftrade, PO Box 4923, Worthing, BN99 6SF By consolidating your accounts at Selftrade, you will benefit from being able to view your holdings in one place and you should save money as you won t have multiple brokerage costs. We do our best to complete the transfer within four to eight weeks. We will notify you once the transfer is complete. 13

14 Your feedback In the unlikely event that you find anything on the website or trading platform which is not working as you would expect, or if you have any further questions, please let us know. Contact Telephone: (0) for callers outside the UK Lines are open from 07:45-19:00 (UK time) Monday - Friday Secure message: Login to your account to send and read messages info@selftrade.co.uk Please do not send personal or account specific information via Post: PO Box 4923 Worthing BN99 6SF Selftrade is a trading name licensed to Equiniti Financial Services Limited. Equiniti Financial Services Limited is part of the Equiniti Group. Their registered offices are Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England & Wales with No and is authorised and regulated by the UK Financial Conduct Authority. Equiniti Financial Services Limited is a member firm of the London Stock Exchange.