This site is intended for UK authorised & regulated financial advisers only. This section is for customers with an Online investment account with an account number beginning with IH opened before 20/02/2023. Please ensure you include: Instant automatic valuations are available through our automated service. For general enquiries or to have your call transferred to specific department, please call us on. Hbos Investment Fund Managers Limited has been running for 54 years. Primary Industry. Were experiencing high call volumes. 05. top 10 biggest hedge funds in the world stuck ? struggling to raise assets? Tax treatment depends on personal circumstances and may be subject to change. 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. telephone number or email address), your signature, which provides with us with your consent to complete your instruction, 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, When putting money into your investment you need to decide upon the fund or funds you would like to invest in, the full range of our investment funds can be found. You can use the form to donate stock and/or cash up to a value of 250. We use cookies to make our services work and collect analytics information. These documents include all the important information about your ShareBuilder account: If you made an investment in our branch before April 2014 and youd like information or want to manage your account call 0345 600 0169. Secondary Navigation 'Funds search tool' links to https://digital.feprecisionplus.com/SWFunds?defaultcategorycode=sw, Secondary Navigation 'Underwriting outcome tool' links to https://www.scottishwidowsprotect.co.uk/UnderwritingOutcomeRebrandLanding, Secondary Navigation 'About our tools' links to /content/scottish-widows/extranet/en-gb/tools. Find out how to close your account Balance of 250 or less When requesting a valuation in writing please ensure you include: Existing online users are able to receive an instant valuation. Contact Information. 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. Potters Bar, Hertfordshire, United Kingdom. Opens in a new browser window. Operating in the finance and insurance sector they have a registered office located in WEST YORKSHIRE. post any personal details (e.g. Email address. In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. Visit the Halifax Facebook page. If you have an OEIC or ISA please call: 0345 300 2244. Asset Management. Address: Trinity Road Halifax West Yorkshire, HX1 2RG, UNITED KINGDOM. California Weighs $360,000 in Reparations to Eligible Black Residents. 69 Morrison Street Halifax Stakeholder Pension Plan, Guaranteed Investment Plan and Personal Investment Plans: Your share dealing accounts are either, empty, only contain cash or have less than 250 in stock. Hbos Investment Fund Managers Limited: 3 Mar 2008 Current: Halifax Investment Fund Managers Limited: 9 Apr 2001 3 Mar 2008: Equitable Investment Fund Managers Limited: 3 Nov 2000 9 Apr 2001: Equitable Unit Trust Managers Limited: 24 May 1990 3 Nov 2000: Equitable Units Administration Limited: 22 May 1984 24 May 1990 Bank accounts with LBG are those with either Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows Bank or Birmingham Midshires. HBOS INVESTMENT FUND MANAGERS LIMITED were incorporated in 1968 under the registration number 00941082. You can use our enquiry form to change your personal details. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. It may take up to 5 working days for you to receive your payment and written confirmation. Additionally, you can contact us in writing at, Scottish Widows Limited Heres a list of our most commonly asked questions. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. EDINBURGH Please include your name, address and account details in all letters so we can locate your account. 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. All of our lines are closed at weekends and during English Bank Holidays. The Company manages mutual funds for its clients, as well as invests in the public equity and fixed income markets. Together, they summarise important information about the Scottish Widows OEIC and ISA funds that are currently available for you to invest in. Please be aware that calls to any of the numbers are monitored and recorded for training and regulatory purposes. Opens in a new browser tab. Email: . Corporate Backed or Acquired. Both companies are part of the same group as the Halifax. The Financial Services Compensation Scheme will consider each claim individually at the time it is made. EDINBURGH Registered in England and Wales no. HBOS INVESTMENT FUND MANAGERS LIMITED (00941082) (941082) FINANCIAL STATEMENTS 6 STRATEGIC REPORT (CONTINUED) Principal risks and uncertainties (continued) management objectives and policies of the Company and the exposure to risks including market, credit, capital, liquidity, operational and conduct risks are set out in note 22. . This may vary depending on your reason for contacting us. 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%. You can change your cookie settings at any time. AeroLeads Email Finder is used by hundreds of businesses, online marketers, sales teams, recruiters to find business details and b2b data. Have you thought about registering online? With online access you can instantly see the current value of your plan, view your investment history and also change your contact details. The process to register is easy to do: you will need your policy number, date of birth and National Insurance number. Customers with non LBG accounts: Please write to us with your request. Find out more about your Personal Investment Plan (PIP), from how it works and your investment options, through to making a withdrawal. Leeds 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. Please click How FSCS protects your money(PDF, 868KB)for further information or visit www.fscs.org.uk. HBOS INVESTMENT FUND MANAGERS LIMITED Financial Services Follow View all 3 employees Bloomberg Law speaks with prominent attorneys and legal scholars, analyzing major legal issues and cases in the news. 9.00am to 5.00pm Monday to Friday. Please bear in mind that the Financial Ombudsman Service will only help if youve already referred a complaint to us. email address or phone number). Visit the Halifax Youtube channel. If this applies, our consultant will confirm what additional information you need to provide. 69 Morrison Street Will Others Follow? For new mortgage enquiries, further borrowing and product transfers: For commission enquiries and password resets: Unable to do an illustration/application/share dealing etc. Please use our online services wherever possible to help us keep our phone service free for our most vulnerable customers. (Asset Servicing, Unit Linked fund NAV's, Collateral Management and SIPP Platform . Visit the Bank of Scotland Twitter page. You've rejected analytics cookies. You can contact us using our online enquiry form. During a US Bank Holiday we will be open 8am-6pm, Monday Friday. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. For financial advisers please contact us on 0345 769 7888 or contact web support. telephone number or email address) Workplace Pensions, Scottish Widows,PO Box 24171, 69 Morrison Street, Edinburgh, EH3 1HL. Have you invested into your investment ISA since the beginning of the previous tax year? Hbos Investment Fund Managers Limited is an active company incorporated on 24 October 1968 with the registered office located in Halifax, West Yorkshire. Musk Made a Mess at Twitter. 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. 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. Overseeing and shaping the delivery of Investment Operations & administration services to internal lines of business as well as 3rd party clients. Hbos Investment Fund Managers Limited Locality:Halifax Address:TRINITY ROAD HALIFAX Halifax HX1 2RG Phone:+44-1264 4648559 Fax:+44-1264 4648559 E-mail:n\a Website:n\a Director / CEO / Owner / Responsible person Hbos Investment Fund Managers Limited:n\a Schedule:Mon-Fri: 8-19, Sat-Sun: 11-16 Investments purchased in branch Investments purchased in branch: 0345 600 0169 Halifax Stakeholder Pension Plan, Guaranteed Investment Plan and Personal Investment Plans: 0345 030 6244 Available Monday - Friday, 8am to 6pm. The separately authorised institutions within Lloyds Banking Group are: Scottish Widows Limited, HBOS Investment Fund Managers Limited, Clerical Medical Investment Fund Managers Ltd and Scottish Widows Unit Trust Managers Limited. If you hold a ShareBuilder, all the documents you need are below. Details of how to contact the Ombudsman are below: The Financial Ombudsman Service Were working to make web chat available for Ready-Made investments customers. Please Enter to access social media links. Performance & security by Cloudflare. 3195646. For more information, please talk to your pension schemes risk transfer adviser. Once we have all the information needed, your valuation request can take up to 5 working days to be processed. If you do not take up your problem with us first you will not be entitled to complain to the Ombudsman. Customer Services Department HBOS INVESTMENT FUND MANAGERS LIMITED Financial Services Follow View all 3 employees Report this company About us Industries Financial Services Company size 11-50 employees Headquarters Halifax . Please remember that the value of all investments can fall as well as rise, and you may get back less than you invest. Have you ever wondered about the number of sacrifices a winning athlete has to make? Existing online users are able to amend their address online. To avoid any delays in being able to carry out your request, please can you include a daytime contact number or email address. 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. To change investments funds you can speak to one of our consultants Monday to Friday between 9am and 5pm. HBOS INVESTMENT FUND MANAGERS LIMITED UK company, Company number: 00941082, Incorporation Date Oct 24, 1968;, Address: WEST YORKSHIRE, TRINITY ROAD, HALIFAX, HX1 2RG It may take up to a further 5 working days for you to receive written confirmation. Please ensure you include: You can speak to one of our consultants Monday to Friday between 9am and 5pm. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. EH3 1HL. PO Box 24171 For example, to meet Anti Money Laundering requirements we may need documentary evidence to complete your withdrawal. Were sorry to keep you waiting and well answer your call as soon as possible. Please note, we are unable to update debit card details or place/amend deals or TradePlans over Web Chat. Lovell Park Road Directors. We aim to answer most of our customers calls within 5 minutes, however during peak times, this may be slightly longer. PO Box 24171 31 December 2022, Next statement date 17 April 2023 We are continuing to improve the service we deliver to our customers and improve our online functionality. Your eligible deposits held by a UK establishment of Bank of Scotland plc are protected up to a total of 85,000 by the Financial Services Compensation Scheme, the UK's deposit guarantee scheme. In order to process some requests we may need additional information. Click to reveal James Masson Black (born on Jul 2, 1964), 32 companies. For more information about the funds and past performance visit our Online Investments page. FSCS can only pay compensation for financial loss and there are limits to the amounts of compensation the FSCS can pay. 03 Mar 2008, EQUITABLE INVESTMENT FUND MANAGERS LIMITED, 03 Nov 2000 - Were open between 9am and 5pm from Monday to Friday. You can email the site owner to let them know you were blocked. If this applies, our consultant will confirm what additional information you need to provide. Payments made by cheque may take up to an additional 2 working days. Available Monday Friday, 8am to 5pm. hbos investment fund managers limited email address. Halifax is no longer a provider of Child Trust Fund plans. Please note, that we are currently not accepting new applications for ShareBuilders. To allow us to deal promptly with your request, please ensure you include: Once we have received your letter, we aim to respond to your request within 5 working days. 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. You can continue to use your Online investment as usual. If youre not sure about investing, seek financial advice. See information on how to start working with us agency set up, registering for online services and how to quote and apply. However, its important to us that we continually challenge ourselves to identify areas where we could improve value for customers. Salford Quays Opens in a new browser tab. This Supreme Court Case Could Redefine Crime, YellowstoneBackers Wanted to Cash OutThen the Streaming Bubble Burst, How Countries Leading on Early Years of Child Care Get It Right, Female Execs Are Exhausted, Frustrated and Heading for the Exits, More Iranian Schoolgirls Sickened in Suspected Poisoning Wave, No Major Offer Expected on Childcare in UK Budget, Oil Investors Get $128 Billion Handout as Doubts Grow About Fossil Fuels, Climate Change Is Launching a MutantSeed Space Race, This Former Factory Is Now New Taipeis Edgiest Project, What Do You Want to See in a Covid Memorial? 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. HBOS INVESTMENT FUND MANAGERS LIMITED currently employs 12 people. You can also visit ourFinancial Services Compensation Scheme pagefor more details. To take money out of your investment you can speak to one of our consultants Monday to Friday between 9am and 5pm. To see how a pension with Scottish Widows could benefit your client and their employees, and to get a quote, please complete our online form. If youd like to close your account, you can do this using our online closure form. Hbos Investment Fund Managers Limited Information Email formats, Phone Number, CEO CTO CFO COO CMO email of Hbos Investment Fund Managers Limited Location: Halifax, Calderdale, United Kingdom Founders: - Founded: - Industry: Financial Services Headquarters: Halifax, Calderdale, United Kingdom Website: Halifax Share Dealing Limited. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your transaction. See how you structure conversations about protection. HBOS Investment Fund Managers serves customers worldwide. HBOS INVESTMENT FUND MA If you no longer have access to online banking you can call 0345 835 5726. Visit the Bank of Scotland Facebook page. 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. How do I retrieve my illustration/application? You've accepted analytics cookies. This website is using a security service to protect itself from online attacks. Excludes UK Bank Holidays. Once we have all the information needed, your request to amend your details can take up to 5 working days to be processed. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your request. People. Registered in England and Wales no. Boss Security (Uk) Ltd. 30 Nesfield Street, Bradford, BD1 3ET. If no, please complete the ISA application form and return it to us along with a cheque made payable to Scottish Widows Unit Trust Managers Ltd if your investment is held with Scottish Widows, or HBOS Investment Fund Managers Ltd if it is with the Halifax. Click on one of the below links to find out more information on some of our older investment services. If this applies, we will confirm what additional information you need to provide. Firm Reference Number: 192656. Firm Name: HBOS International Investment Funds ICVC. When contacting us in writing, please ensure you include: Customer requests are typically processed within 5 working days. You can contact our web support team, but many issues can be solved by our online help centre. How to get Hbos Investment Fund Managers Limited's Employees Email List? If you would prefer to call us, please choose from the following options. Next accounts made up to 31 December 2023 If you have any questions on what is needed, please call 0345 300 2244 for OEICs & ISAs or 0345 366 7725 for Bonds & Endowments. You can change your cookie settings at any time. Let Offset make your clients' money work harder for them. 69.163.202.234 If you prefer to contact us online, please use our enquiry form. Once we have all the information needed, your withdrawal request will be processed within 3 working days. Visit the Halifax Twitter page. Share Your Design Ideas, New JerseysMurphy Defends $10 Billion Rainy Day Fund as States Economy Slows, This Week in Crypto: Ukraine War, Marathon Digital, FTX. Investment Operations Manager. due by 1 May 2023, for HBOS INVESTMENT FUND MANAGERS LIMITED (00941082), 64999 - Financial intermediation not elsewhere classified, Companies House does not verify the accuracy of the information filed, 09 Apr 2001 - Scottish Widows, Workplace SavingsPO Box 24173,69 Morrison Street,Edinburgh,EH3 1HP, Scottish Widows, Workplace Savings,PO Box 24173, 69 Morrison Street, Edinburgh,EH3 1HP. The quickest and easiest way to manage your share dealing account is online. Once we have all the information needed, your withdrawal request will be processed on the day of receipt. If you have closed your account and want to find out the details you can contact us. In order to view contact information, including emails and phone numbers for all the employees working at HBOS INVESTMENT FUND MANAGERS LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. HBOS Investment Fund Managers Limited operates as a privately owned investment manager. Americas +1 212 318 2000 EMEA +44 20 7330 7500 Asia Pacific +65 6212 1000 Company About Careers Diversity and Inclusion Tech At Bloomberg Philanthropy Sustainability Bloomberg London. If you hold a Junior Stock and Shares ISA on behalf of your child, all the documents youll need are below, or you can sign-in to online share dealing to view your account. Financing Status. Whilst we aim to complete the majority of withdrawals over the phone, there may be instances where we require you to complete the transaction in writing. AJ Bell Management Limited For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above. Our phone lines are open to support you and your clients, and all of our processes are fully operational. It may take up to a further 5 working days for you to receive your payment and written confirmation. Telephone: 0207 183 0314, 0131 510 0902, +1 646 921 7241. Exchange Tower 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. Send me the survey Cancel Topics. View the 2021 Assessment of Value Report (PDF, 1MB), Lowered the charges for customers invested in our older share classes on the 20th anniversary of their original investment, We've simplified the pricing structure across all funds, We've transferred the management of the majority of our active funds to a new asset manager. I cannot find a piece of literature on the site. 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. It may take up to a further 5 working days for you to receive written confirmation. 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We'd also like to use analytics cookies so we can understand how you use our services and to make improvements. 03 Nov 2000, 22 May 1984 - 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. Registered office address. Visit the Bank of Scotland YouTube page. *We may record and monitor calls to help us improve our service. 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. The company current operating status is Active with registered address TRINITY ROAD, HALIFAX, WEST YORKSHIRE. Please note that timescales may vary for structured maturity products and payments to non-UK bank accounts. If you wish to put money into your investment from a non LBG account, or prefer not to use our telephone service, please provide your request in writing and include: If you have not made a payment in the last 3 months, we will require an original or certified copy of documentation providing evidence of name and a separate document for evidence of address. You can then use our secure closure form by clicking on Account Management and then Close Account. Sign in to see who you already know at HBOS INVESTMENT FUND MANAGERS LIMITED Opens in a new browser tab. We may record and monitor calls to help us improve our service. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). James Edward Clatworthy (born on Jun 7, 1967), 37 companies. For all other Adviser site enquiries, listed below, contact web support. We wont be able to process a cheque or instruction without that confirmation. You can either give us a call, complete an online enquiry form, or contact us in writing. Please Enter to access social media links. 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. Opens in a new browser window. When calling us please make sure you have your investment account number to hand. Your eligible deposits held by a UK establishment of Bank of Scotland plc are protected up to a total of 85,000 by the Financial Services Compensation Scheme, the UKs deposit guarantee scheme. You can also refer to our FSCS Information Sheet(PDF, 50KB)for more details. Use the PitchBook Platform to explore the full profile. Our phone lines are open to support you and your clients, and all of our processes are fully operational. Benefits; Births, death, marriages and care . scottishwidows.co.uk uses cookies to help make using our website easier. 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. If you have a question about an existing scheme, please email or call our dedicated Pension Support team. HBOS Investment Fund Managers Limited. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. (The film was produced in part by StarWing Sports Management, which represents Sinner. 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. how you would like us to reply and your contact details (e.g. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. . 06. believe it or not, there are more fund managers called dave, than there are female fund managers. Authorised and regulated by the Financial Conduct Authority under registration number 183332. Available Monday Friday, 8am to 9pm. We use some essential cookies to make our services work. This number will put you through to the customer administration team at HBOS Investment Fund Managers and Scottish Widows Unit Trust Managers, who will be able to help you. Financial Services Compensation Scheme page, Online Investment accounts beginning with IH opened before 20/02/2023, Account numbers beginning with EH opened from 20/02/2023.

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