Private Banking Share Dealing

Private Banking Share Dealing

Learn how you could make your money work harder for you and your family. Our special Share Dealing rates allow you to keep more of your returns.

No account charge

No account charge

Usually £36 a year.

£0 trading fees on regular investing.

£0 trading fees on regular investing.

Investment types to suit your investment style.

Investment types to suit your investment style.

Consolidate your investments easily.

Consolidate your investments easily.

Transfer your investments

Transfer your investments

Transfer your investments, ISAs and share certificates into a Share Dealing ISA or Account, and you can receive up to £2,500 in cashback. Simply transfer a combined £20,000 or more and you can benefit from a reward of between £100 and £2,500, depending on how much you transfer (SIPP transfers not included). Offer ends 30/04/2025 and you must have left your £20,000 (or more) invested until 31/10/2025. Account fees and offer terms apply. Capital at Risk.

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Service eligibility

The discounted Share Dealing offer is available for Private Banking and Private Client customers. 

Private Banking Service

For customers with £250,000 or more in savings and/or investments

or


A mortgage of £750,000 or more with Bank of Scotland, excluding personal pensions or property.

Our Private Banking service gives you access to a dedicated Relationship Manager to support your day-to-day banking needs. You'll benefit from access to exclusive products and an introduction to our specialist partners.

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Private Client service

For customers who have £2 million or more in savings.

and/or

Investments or an annual income of £500,000 or more.

Private Client customers have access to a dedicated face-to-face and telephone relationship with a Private Banking Manager. They'll be well versed in dealing with your unique circumstances.
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Call us

Call us

New customers call us on:

0345 878 0022

Existing customers call us on:

0345 711 1111

or

Request a callback

Calls may be monitored and recorded. Call costs may vary depending on your service provider. 

How does it work?
 

1. Take your pick

1. Take your pick

Select from one of our two accounts to help get you started.
 

Share Dealing ISA

Share Dealing Account

2. Get a free account

2. Get a free account

Contact your Relationship Manager on:

0345 300 2750

Lines open 8am – 8pm, seven days a week, and closed on Bank Holidays.

 

Your Relationship Manager will be able to provide you with the discount code for the Share Dealing offer.

3. Start trading

3. Start trading

Trade with our full range of shares (UK and International shares), ETFs, Funds, Investment Trusts, Bonds and Gilts.

Plus, our research tools, articles and insights can also help you stay updated on all things investing.

Research the market

Please remember that the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for this. Tax treatment depends on individual circumstances and current UK tax rules.

You’re in control

Invest a lump sum at any time, or regular amounts on a monthly basis – whatever works for you. You can select from a wide range of investments.

All in one place

All in one place

Access your account alongside your other bank accounts in our Mobile Banking app.

Easy to switch to our free account

There's never been a better time for you to transfer your investments to us.

How to transfer your account 

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Why invest with Bank of Scotland?

As Scotland’s oldest bank our expertise has helped customers plan their finances for over 300 years.

Clear and competitive pricing

As a Private Banking customer, you don’t pay account charges for Share Dealing Accounts or ISAs.

Simple choice

Looking for some investment ideas? Check out our ETF Quicklist and Funds Select List for investment inspiration.

No two investors are the same

That’s why we deliver investment opportunities and insights that work for you.

What charges do I pay?

Our Private Bank Share Dealing charges are simple.

Ready to apply

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Share Dealing ISA

Perfect for choosing your own stocks and shares, funds, ETFs and more.

  • Create and control your own portfolio.
  • ETF Quicklist and Funds Select List - to help you choose your next investment.
  • Invest up to £20,000 every tax year.
  • Free regular investments.
  • All profits are free from Capital Gains or UK Income Tax.
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Share Dealing Account

When you have used your annual ISA allowance, and want to keep trading.

  • Create and control your portfolio.
  • ETF Quicklist and Funds Select List - to help you choose your next investment.
  • No investment limits (tax may apply).
  • Free regular investments.
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Invest Wise

Independence is exciting and challenging. It’s why we introduced free investment accounts for 18-25 year olds. So they can take their first steps towards financial freedom with a name you can trust.

Invest Wise accounts

Important share dealing information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.