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How FSCS protects your money(PDF, 868KB). EDINBURGH Hbos Investment Fund Managers Ltd Financial Services in Halifax Be the first to review Trinity Road Halifax West Yorkshire HX1 2RG Show map Show me directions to Hbos Investment Fund Managers. PO Box 24171 Authorised and regulated by the Financial Conduct Authority under registration number 183332. For firms declared in default on or after 1 January 2010 and before 3 July 2015, the maximum level of compensation is 90% of the claim, with no upper limit. If you would like to access your money by writing to us, please download, complete and return the relevant withdrawal form(s): Alternatively, if you would rather send us a letter please make sure to include: In order to process some written withdrawal requests we may need to get in touch with you for additional information. Visit the Halifax Facebook page. If you would prefer to call us, please choose from the following options. Opens in a new browser tab. If you would like to change your investment fund(s) by writing to us, pleased download, complete and return the relevant declaration and switch forms. During a UK Bank Holiday we will be open 2pm-9pm, Monday Friday, for the US Markets. Please note that timescales may vary for structured maturity products and payments to non-UK bank accounts. Once we have all the information needed, your top up request can take up to 5 working days to be processed. HBOS Investment Fund Managers Limited. Excludes UK Bank Holidays. Available Monday Friday 8am to 5pm, General Enquiries 0330 123 3269 For financial advisers please contact us on 0345 769 7888 or contact web support. LS1 1NS, Halifax SIPP Administration Team EDINBURGH Charges for the account are 36 a year Customer Admin Fee which covers an ISA, Share Dealing Account and ShareBuilder, 2 dealing commission per trade for regular investments, 9.50 dealing commission for real-time trades, full charges can be found on our charges page. 69 Morrison Street (Asset Servicing, Unit Linked fund NAV's, Collateral Management and SIPP Platform . If you have a Bond or Endowment please call: 0345 366 7725. HBOS INVESTMENT FUND MANAGERS LIMITED Financial Services Follow View all 3 employees James Edward Clatworthy (born on Jun 7, 1967), 37 companies. To support you and your clients through these challenging times we have a firmly established process in place enabling our customer service colleagues to work remotely. struggling to raise assets? Please bear in mind that the Financial Ombudsman Service will only help if youve already referred a complaint to us. Our Assessment of Value Report can be viewed in the link below and our overall conclusion is that we provide value to customers invested in our funds. Correspondence address Insurance Company Secretariat, Lloyds Banking Group Plc, 69 Morrison Street, Edinburgh, Scotland, EH3 8YF Please note, that were not currently accepting new applications for our Junior Stocks & Shares ISA. HBOS INVESTMENT FUND MANAGERS LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity More. Lovell Park Road Halifax Share Dealing Limited. Manchester the bank account you wish the payment to be made from, how you would like us to reply and your contact details (such as your email address or telephone number), your signature providing us with your consent to action your instruction. Please ensure you include: Instant automatic valuations are available through our automated service. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager. Details of how to contact the Ombudsman are below: The Financial Ombudsman Service We use some essential cookies to make our services work. If you wish to put money into your OEIC, for Scottish Widows investments please complete the Scottish Widows Unit Trust Managers declaration form or the HBOS Investment Fund Managers declaration form if your investment is with the Halifax. Please click How FSCS protects your money(PDF, 868KB)for further information or visit www.fscs.org.uk. Your IP: Personal Investment Plan, Guaranteed Investment Plan, Guaranteed Growth Bond, Investment Bond and Halifax Bonus Bond, Stakeholder Pension, Flexible Protection Plan and Protection for Life products all fall under the long-term insurance category as they are life assurance products and not classed as Investments under the scheme rules. Heres a list of our most commonly asked questions. how you would like us to reply and your contact details (such as your email address or telephone number), your signature providing us with your consent to action your request. Primary Industry. Opens in a new browser window. Customers with a Lloyds Banking Group (LBG) bank account: If you wish to put money into your investment from an LBG account, you can do this over the phone by speaking to one of our consultants, Monday to Friday between 9am and 5pm. Telephone: 0207 183 0314, 0131 510 0902, +1 646 921 7241. This section is for customers with an Online investment account with an account number beginning with IH opened before 20/02/2023. Opens in a new browser tab. In order to get you to the right team as quickly as possible, please have your policy number ready. Find out more about your Personal Investment Plan (PIP), from how it works and your investment options, through to making a withdrawal. Weve included below some useful documents and important information about your Online investments account: Please note the service fee for your Ready-Made investment ISA or Investment Account is 0.24%. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest. In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. You can also visit ourFinancial Services Compensation Scheme pagefor more details. If this applies, we will confirm what additional information you need to provide. How do I retrieve my illustration/application? We will endeavour to put things right, however if you are not happy with the way in which we handled your complaint or the result, you may be able to complain to the Ombudsman. how you would like us to reply and your contact details (e.g. Tracey Caroline Nicholls (born on Sep 11, 1972), 31 companies. Available Monday Friday, 8am to 5pm. Depending on how you have asked us to contact you, it may take up to a further 5 working days for you to receive confirmation. Operating in the finance and insurance sector they have a registered office located in WEST YORKSHIRE. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. If this applies we will get in touch to confirm what you need to provide, so please make sure to include a daytime contact number and / or email address. Visit the Halifax Twitter page. It may take up to a further 5 working days for you to receive written confirmation. It may take up to a further 5 working days for you to receive your payment and written confirmation. hbos investment fund managers limited email address. Opens in a new browser window. Hbos Investment Fund Managers Ltd. Trinity Road, Halifax, HX1 2RG. Alternatively you can speak to one of our consultants Monday to Friday between 9am and 5pm. To support you and your clients through these challenging times we have a firmly established process in place enabling our customer service colleagues to work remotely. Together, they summarise important information about the Scottish Widows OEIC and ISA funds that are currently available for you to invest in. Both companies are part of the same group as the Halifax. Whilst most ISAs, Open Ended Investment Companies (OEICs) and Bonds are normally available online, Endowment policies, plans taken out before 2000 or those which contain letters or more than 8 digits in the policy number, are unable to use this service. We aim to answer most of our customers calls within 5 minutes, however during peak times, this may be slightly longer. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. You can also visit ourFinancial Services Compensation Scheme pagefor more details. Leeds It may take up to a further 5 working days for you to receive written confirmation. Please note, that we are currently not accepting new applications for ShareBuilders. I cannot find a piece of literature on the site. There are 3 ways to get in touch. Info for Personal Investment Plan customers, Scottish Widows Unit Trust Managers declaration form, HBOS Investment Fund Managers declaration form, Scottish Widows Unit Trust Managers declaration form, HBOS Investment Fund Managers declaration form, Scottish Widows ISA & OEIC Withdrawal Form, Scottish Widows PIP Partial Withdrawal Form. E14 9SR. For Investment and Long-term insurances claims, customers would be covered per person, per separately authorised institution so you can make multiple claims one per product category per each PRA or FCA authorised institution which is a member of the scheme. We may record and monitor calls to help us improve our service. If this applies we will get in touch to confirm what you need to provide, so please make sure to include a daytime contact number and/or email address. HBOS Investment Fund Managers Limited TRINITY ROAD, HALIFAX, WEST YORKSHIRE, HX1 2RG, United Kingdom Halifax, West Yorkshire Get Directions Phone: 01422 333829 Edit: Edit or Remove Business Description HBOS Investment Fund Managers Limited is located in Halifax, West Yorkshire, and was founded in 10/24/68. There are currently 5 active directors and 1 active secretary according to the latest confirmation statement submitted on 17th April 2022. Contact Information. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. Potters Bar, Hertfordshire, United Kingdom. Registered in England and Wales no. 3195646. This site is intended for UK authorised & regulated financial advisers only. How to get Hbos Investment Fund Managers Limited's Employees Email List? scottishwidows.co.uk uses cookies to help make using our website easier. The show examines all aspects of the legal profession, from intellectual property to criminal law, from bankruptcy to securities law, drawing on the deep research tools of BloombergLaw.com and BloombergBNA.com. post live price or level 2 updates. Our phone lines are open to support you and your clients, and all of our processes are fully operational. Information on acquisition, funding, investors, and executives for HBOS Investment Fund Managers (Child Trust Fund Business). 0800 056 5589 -For Critical and Terminal Illness Cover claims and for Premium Protection claims, mailbox.estates@scottishwidows.co.uk- For Life Cover claims, healthclaims@scottishwidows.co.uk- For Critical and Terminal Illness Cover claims and for Premium Protection claims, protectuwpresales@scottishwidows.co.uk- For presales enquiries. You can change your cookie settings at any time. Firm Reference Number: 192656. California Weighs $360,000 in Reparations to Eligible Black Residents. Customers with a Scottish Widows investment: Once we have all the information needed, your request to change investment funds can take up to 5 working days to be processed. Thats why were taking action and introducing the changes below. Customer Services Department Please be aware that calls to any of the numbers are monitored and recorded for training and regulatory purposes. No matter how talented an athlete is, seeking advice from those who have gone before you is part of the journey to success. HBOS INVESTMENT FUND MANAGERS LIMITED Address:TRINITY ROAD, Halifax, HX1 2RG, GB HBOS INVESTMENT FUND MANAGERS LIMITED(LEI# 549300S3P4IT9YL69L18) is a legal entity registered with LONDON STOCK EXCHANGE LEI LIMITED. If this applies, our consultant will confirm what additional information you need to provide. We are continuing to improve the service we deliver to our customers and improve our online functionality. Jan 2018 - Sep 20213 years 9 months. If you are not an adviser please return to ourconsumer site, If you are not a financial adviser or intermediary, please, Please Enter to access social media links, More information on how to set up an agency, Takes you to our funds tool opens in a new tab, Opens the Scottish Widows Youtube page: link opens in new tab, RetirementAccountCustomerService@scottishwidows.co.uk, IFAindividualpensions@scottishwidows.co.uk, WorkplacePensionsAdviser@scottishwidows.co.uk, WorkplacePensionsCustomerService@scottishwidows.co.uk. Opens in a new browser tab. Any total deposits you hold above the limit between these brands are unlikely to be covered. This website is using a security service to protect itself from online attacks. 69 Morrison Street for HBOS INVESTMENT FUND MANAGERS LIMITED (00941082), (of the document filed at Companies House), Companies House does not verify the accuracy of the information filed. The full range of our funds can be found. 69 Morrison Street Edinburgh EH3 8BW Reference: Z1215 . See information on how to start working with us agency set up, registering for online services and how to quote and apply. Legacy Protection Plans (taken out before 2015). If you would like to transfer money in to your childs Junior ISA from another Junior ISA, simply complete and return the transfer form below: If you wish to view the past performance of the fund held in this Junior ISA you can do so by visiting the Scottish Widows website. Cheques should be made payable to either Scottish Widows Unit Trust Managers Ltd or HBOS Investment Fund Managers Ltd depending on who your account is held with. Autell Security Excludes UK Bank Holidays. 4 Exchange Quay Opens in a new browser tab. Fill your email marketing funnel with emails of your leads with our email finder tool and carry them to conversion easier, More than 50,000 businesses use Aeroleads to find emails and phone numbers to start their sales, Hbos Investment Fund Managers Limited's Email Format. You can find out the value of your investment by completing an online enquiry. HBOS Investment Fund Managers Limited HBOS Investment Fund Managers Limited (HIFML) Assessment of Value Report 2021 The Financial Conduct Authority (FCA) has asked all UK Fund Managers to complete an annual review of each of the funds they manage to assess the overall value delivered to customers. When topping up your investment you need to choose the fund you would like to invest in. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. On 10th April 2020 these plans moved to a new provider called Forester Life Limited (Forester Life). You may want to take a look at our latest update on the volatile market situation. Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). Our phone lines are open to support you and your clients, and all of our processes are fully operational.