Investor Information
Investing in the Trust
Stocks & Shares ISA - Share Plan
Halifax Share Dealing
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Stocks & Shares ISA
Share Plan
Important Information
Top Up Your ISA
| Price Ord 488.00 | NAV 491.73 | Prem/-Disc -0.76 | Dividend Yield 1.15 | Updated 08/05/2008 |
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Terms & Conditions download 
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Important Information you should know
Product aims
The AVI Stocks & Shares ISA offer a tax efficient investment in the British Empire Securities & General Trust.
The AVI Share Plan is a savings scheme which aims to provide a simple and low cost way for investors to purchase shares in the British Empire Securities & General Trust.
Investment choices
How do I invest?
Once you’ve decided which investment option is best for you – Stocks & Shares ISA or Share Plan – you just need to fill in the appropriate application form(s) and send them off along with your personal cheque. Please note that investors must be 18 or over and resident or ordinarily resident in the UK or a Crown employee serving overseas or married to a Crown employee serving overseas.
Further lump sum investments may also be made by debit card (Switch or Delta) by telephoning 0845 850 0181.
What are the charges?
*These charges are subject to VAT at the prevailing rate.
How are my shares purchased?
Shares will be purchased for you on the stock market on the first available dealing day at the market price.
Upon receipt monies will be invested on the next normal dealing day. Investments are normally dealt daily and any cash balance of at least £1 held on your behalf attracts interest at HSDL’s prevailing rate.
Dealing charges?
Purchases including dividend reinvestment – Free
