1. Investment platforms and fund supermarkets
A range of online platforms and fund supermarkets allow you to trade online, manage your portfolio and buy UK listed shares. These sites do not give you advice, they simply allow you to trade. Many of these sites also offer ‘wrapper’ products like ISAs and pension plans.
Many websites ask for a stock exchange ticker code to identify individual companies, which for Securities Trust of Scotland STS (or STS.L if the site allows dealing in international equities).
Investing carries a level of risk. To find out more about investment trusts and the specific risks associated with Securities Trust of Scotland, we recommend reading the regulatory documents in particular the Key Information Document.
2. Financial advice
An authorised intermediary can offer advice and make recommendations tailored to your personal circumstances and objectives. Typically, they charge a fee for their service and this can range from a fixed charge to a percentage of your assets, depending on the service they are undertaking for you.
To find out more about financial advice and the options available to you, the Association of Investment Companies (AIC) provide more guidance on their Getting Financial Advice webpage.
If you wish to consult an authorised intermediary www.unbiased.co.uk provides a list of independent financial advisers in your area.
3. Shareholder services
You can also buy and sell shares directly by calling the Link (formerly Capita) dealing team on 0871 664 0311.
To change your address, request tax vouchers or obtain an up-to-date valuation of your shareholding please contact Link Asset Services on 0871 664 0300 (calls cost 10p per minute plus network extras, lines are open 8.30am-5.30pm Mon-Fri).
Alternatively log on to www.linkassetservices.com and register on the share portal to access full information on your holding.