Investing - Share Dealing - Regular Funding
You can fund The Motley Fool ShareBuilder or The Motley Fool Self-Select ISA on a regular basis. There are four dates each month on which you can set up a regular funding plan and these can be found on the website. You can choose to fund your account on a monthly or a pre-planned once-only basis.
Regular funding into The Motley Fool Self-Select ISA will be automatically suspended if the ISA limit is reached in the tax year, if your account status changes or if your nominated payment method becomes invalid.
To set up monthly contributions into The Motley Fool Share Dealing SIPP by Direct Debit you must contact Sippdeal directly. Please note the minimum regular contribution to a SIPP is £150 per month.
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To set a regular funding plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click 'Fund My Plan'.
You will then need to choose how much you want to transfer into your account, how often you wish the transfer to occur and when you want the transfer to take place.
Please ensure that cleared funds are available in your bank account for debiting on the date you have specified. If funds are not available, then the transfer may fail.
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To change your regular funding plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click ‘Amend’ in the 'Fund My Plan' area.
If you fund your account by debit card you can make changes to your funding plan up until midnight one working day before the next payment date.
To change your monthly contribution into The Motley Fool Share Dealing SIPP you must contact Sippdeal directly.
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To suspend your regular funding plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click ‘Suspend’ in the 'Fund My Plan' area. Check the details on the next screen and click ‘Suspend Now’.
Suspensions should be made at least two working days prior to the next subscription date.
Please note that suspending your regular funding plan will not automatically suspend any investment plan you may have set up on your account.
To suspend your monthly contribution into The Motley Fool Share Dealing SIPP you must contact Sippdeal directly.
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To restart your regular funding plan, you will need to sign in and select 'Regular Investments' from the left hand menu. Ensure you have the appropriate account selected and click 'Reactivate' located in the 'Fund My Plan' area.
Please note that reactivating your regular funding plan will not automatically reactivate any investment plan you may have set up on your account.
To reactivate your monthly contribution into The Motley Fool Share Dealing SIPP you must contact Sippdeal directly.
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To make a pre-planned one-off payment into The Motley Fool ShareBuilder or The Motley Fool Self-Select ISA on one of the set funding dates you will need to select the 'Once Only' option when creating or amending your regular funding plan. If you want to make an immediate payment into The Motley Fool ShareBuilder or The Motley Fool Self-Select ISA, please see the 'Fund & Withdraw' section.
To make a one off contribution into The Motley Fool Share Dealing SIPP by cheque or electronic transfer you must contact Sippdeal directly. Please note the minimum single contribution is £1,000.
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Risk Warning
The value of your investments and the income from them can go down as well as up. You may not get back the full amount you have invested. If you're in any doubt about the suitability of an ISA, or whether to buy or sell shares, you should consult an appropriate Financial Adviser.
The Motley Fool Share Dealing Service is provided by Halifax Share Dealing Limited which is part of the HBOS Group. Registered in England No.3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Services Authority, a Member of the London Stock Exchange and an HM Revenue and Customs approved PEP and ISA Manager.
The Motley Fool Limited is an Introducer Appointed Representative of Halifax Share Dealing Limited.
