Apply for an Account

Before applying for an Abbey Sharedealing Account, please ensure that you read and understand all of the related literature featured on this page.

To apply for your Account simply:

• Decide which of our three accounts is most appropriate for your investment needs. Visit Products and Services for an explanation of how each one differs. 
• Read and print or save the documents below to ensure that you understand all charges and Terms and Conditions relating to your Account.
• Download, print and complete the Application Form
• Sign the Application Form
• Post the form, and payment if applicable, to:
  Abbey Sharedealing
  Account Maintenance Dept
  FREEPOST RM942
  Billericay
  Essex
  CM12 0XS

Your application will usually be processed within five days of us receiving it.  

Please take care completing your application as we will unfortunately have to return any incorrect or incomplete application forms to you. 

If you are unsure how to complete your application, please call us on 0800 389 2324.

Once the account is opened you will receive a welcome pack containing all the information about your Account and how to operate it. You will also need to return to this website to "Activate" your new Share Organiser Account if you wish to trade online.

Our services relate to investments whose price depends on fluctuations in the financial markets outside our control. The price or value of investments may fluctuate significantly and the value of investments may go down as well as up. Foreign investments will be affected by changes in rates of currency exchange.

You are not certain to make a profit. You may make lose your entire investment. If there are income distributions, they may also fluctuate significantly. Past performance is not an indicator of future performance.

Application Form

1. Sharedealing Application Form

   .pdf file (77.32 KB)

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Important Literature

1. Share Dealing brochure

   .pdf file (132.76 KB)

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2. Data protection statement

   .pdf file (45.35 KB)

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3. Scale of charges

   .pdf file (39.45 KB)

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4. Best execution policy

   .pdf file (40.62 KB)

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5. Terms and conditions

   .pdf file (126.43 KB)

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