Contact us

When will I receive my Spring Investment Report and tax statement?

Your Spring Investment Report will be dated 30th April and will be sent to you in the second half of May. Clients registered for the Paperless Service will be able to view their Investment Reports on our website as soon as they are available.

How do I set up an account?

You can set up an ISA, SIPP, Fund Account or Share Account online using a debit card.

Alternatively, you can send us an application form via the post. Application forms can be downloaded here or can be requested from our Help Desk on 0117 900 9000.

The Vantage ISA and SIPP can also be opened over the telephone with a debit card. To open an ISA call 0117 980 9950 (Mon to Fri 9am – 5pm). To open a SIPP call 0117 980 9897 (Mon to Fri 9am – 5pm). Please have your National Insurance Number to hand. If you already hold ISAs, funds, pensions or shares with other providers it's simple to transfer them into the Vantage Service. Our transfer forms are available online and we will open an account for you as soon as we receive the form.

Can I invest on a monthly basis?

You can set up a direct debit to invest into a fund on a monthly basis in a Vantage ISA, Fund Account or SIPP. It is possible to set up the instruction online or by sending us an application form. The minimum monthly amount we ask for if setting up the regular savings instruction online is £50. If applying for a regular savings plan into either the Vantage ISA or Fund Account via the post, the monthly minimum is £100, This is subject to a minimum of £50 per fund. The minimum monthly amount we ask for in the SIPP is £50.

Payment will leave your bank account on the 7th of each month (or the next working day if the 7th is not a working day) and investments are made on the 10th (or the next working day if the 10th is not a working day).

How do I change my regular saving instructions?

If you wish to change the amount of money we request from your bank account or wish to change the funds you are investing in, please contact our Help Desk on 0117 900 9000 quoting your master password. Alternatively you can complete a Regular Savings - Change to Contribution form or a Change your Fund Choice form.

If you wish to cancel your direct debit please provide us with a signed letter of instruction. If you would like to change the bank account from which the monthly payments are taken, we will require a new direct debit mandate.

We will need to receive any new instructions no less than 10 working days before the next payment is due to be taken.

How can I deal or switch the investments in my account?

Online: If you're registered, simply log in to your accout to place a deal. If you're not already registered you can request a PIN here.

Telephone: Provided you have a master password on your account, call our stockbrokers on 0117 980 9800.

Post: Send a signed letter of instruction to Kendal House, 4 Brighton Mews, Clifton, Bristol, BS8 2NX. Alternatively, you can download and return a dealing form.

Will I earn interest on cash held within a Vantage account?

We will pay interest on money held as cash in the Capital account. The rate of interest will depend on the value of the cash you hold. Current rates of interest can be viewed here.

Interest is not payable on money held in the Income account.

What can I do with the loyalty bonus?

The Loyalty Bonus can be withdrawn (subject to a minimum of £5) on receipt of a signed letter of instruction, or you can complete and return our Cash Withdrawal Form. Alternatively, you could use this money to fund a further investment into a Vantage account. If you choose to add this money to an ISA it will count as a subscription for that tax year.

Can I invest on behalf of a child?

In order to invest directly into the stock market you must be over 18 years of age. If you would like to invest for a child you can do so in a designated Vantage Fund & Share Account. This is an account set up in the name of an adult for the benefit of a child. If you would like further information please contact our Help Desk on 0117 900 9000 to request our Investing for Children pack.

It is also possible to invest in a SIPP for a child, please read our SIPP frequently asked questions for further information.

How can I withdraw money from the account?

In order to withdraw cash from the Vantage ISA and Fund & Share Account we would require you to send us a signed letter of instruction. Or, if you prefer, you can complete and return a Cash Withdrawal Form. If you provide us with your bank details (account number, sort code, and if applicable the building society reference number) we can arrange a direct payment of this money by BACS. Alternatively, we will send you a cheque.

How can I change my instructions for income?

You can change the income instruction by logging into your account online (go to the ‘Income Account’ section), or by sending us a signed letter of instruction. You can also opt for income to be retained on the account or automatically reinvested by calling us on 0117 900 9000 with your master password (you cannot request income to be paid to your bank account over the telephone).

Alternatively, you can complete and return our Change of Income Instruction form.

How can I change my address with you?

Online: If you have an account with us and you have online access, you can log into your account and amend your address here.

Telephone: Provided that you have a master password you can call us on 0117 980 9954.

Post: Write to us at Kendal House, 4 Brighton Mews, Clifton, Bristol, BS8 2NX or you can complete and return our Change of Address Form.

How can I change my e-mail address with you?

Online: If you have an account with us and you have online access, you can log into your account and amend your e-mail address here.

Telephone: Provided that you have a master password you can call us on 0117 900 9000.

E-mail: We will accept a change of e-mail address given by e-mail as long as the e-mail is sent from the existing e-mail address that we hold.

Post: Write to us at Kendal House, 4 Brighton Mews, Clifton, Bristol, or you can complete and return our Change of Personal Details Form.

How can I put shares that I already own into a Vantage Stocks & Shares ISA?

In order to transfer shares into an ISA they have to be sold and then bought back into the ISA wrapper. This is known as a Bed & ISA. We waive the normal stockbroking commission to sell your shares, saving you as much as £50. All you pay is 1% (minimum £10, maximum £50) to buy your shares back within the ISA and stamp duty of 0.5% (on UK listed stocks). Furthermore, as we buy back the shares immediately, the only difference in price will be the standard bid/offer spread so you will see a small difference in the number of shares you sell and the number you buy back. Please note, if you are selling shares and reinvesting elsewhere a flat £15 charge will apply to the sale so you will see a small difference in the number of shares you sell and the number you buy back. Please note, if you are selling shares and reinvesting elsewhere a flat £15 charge will apply to the sale.

Once in the ISA, the annual management charge to hold shares is just 0.5% +VAT (maximum £200 +VAT). To Bed & ISA your shares please send us your share certificates, a Vantage ISA application form and a covering letter. If the shares that you wish to Bed & ISA are already held in a Vantage Share Account, we simply require a letter of instruction with the Vantage ISA application form.

Find out more about bed and ISA.