For more information about the funds and past performance visit our Online Investments page. 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. 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. Please Enter to access social media links. If you have an OEIC or ISA please call: 0345 300 2244. 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. Visit the Halifax Youtube channel. There are 3 ways to get in touch. Branch investments If you made an investment in our branch before April 2014 and you'd like information or want to manage your account call 0345 600 0169. 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. Before you complete our form please make sure: If youd like to close your account and gift your remaining cash and stock to charity, then you can using this online form. due by Visit the Halifax Twitter page. If you are not registered, please request access. Company number 00941082. To change investments funds you can speak to one of our consultants Monday to Friday between 9am and 5pm. Please note, that we are currently not accepting new applications for ShareBuilders. You can find out the value of your investment by completing an online enquiry. 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. 06. believe it or not, there are more fund managers called dave, than there are female fund managers. You can email the site owner to let them know you were blocked. Please include the change of investment funds you would like to make and the amount being switched. We may record and monitor calls to help us improve our service. Contact Information. For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. We wont be able to process a cheque or instruction without that confirmation. Hbos Investment Fund Managers Limited is an active company incorporated on 24 October 1968 with the registered office located in Halifax, West Yorkshire. how you would like us to reply and your contact details (e.g. PO Box 24171 HBOS Investment Fund Managers Ltd - Company Profile and News Watch Vonn and Sinner as they explore the dedication and work required to become the best. 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. To get Hbos Investment Fund Managers Limited's employee email lists, you can use, Find email from name and workplace detail, Export your prospects to salesforce, mailchimp, pipedrive, etc. Whilst we aim to complete the majority of changes over the telephone, there may be instances where we require you to send us supporting documents of the changes to your personal circumstances. Musk Made a Mess at Twitter. The pressure to perform and remain at the top once you're there? Find out more about cookies. Please Enter to access social media links. For firms declared in default before 1 January 2010, the maximum level of compensation is 100% of the first 2,000, plus 90% of the remainder. 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. PO Box 24171 Corporate Backed or Acquired. When calling us please make sure you have your account number to hand. 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. 4 Exchange Quay It may take up to a further 5 working days for you to receive confirmation. 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. 31 December 2022, Next statement date 17 April 2023 Authorised and regulated by the Financial Conduct Authority under registration number 183332. If this applies, our consultant will confirm what additional information you need to provide. Use the PitchBook Platform to explore the full profile. Log in or register | Scottish Widows Extranet Your IP: Filing history. 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. Together, they summarise important information about the Scottish Widows OEIC and ISA funds that are currently available for you to invest in. EH3 1HL. telephone number or email address) There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). 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 . If you have any questions on what is needed, please call 0345 300 2244 for OEICs & ISAs or 0345 366 7725 for Bonds & Endowments. EH3 1HL. HBOS INVESTMENT FUND MANAGERS LIMITED were incorporated in 1968 under the registration number 00941082. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. 09 Apr 2001, 24 May 1990 - HBOS INVESTMENT FUND MANAGERS LIMITED 00941082, Halifax , Great Britain. This limit is applied to the total of any deposits you have with the following: Halifax, Intelligent Finance (IF), Birmingham Midshires (BM Savings), Bank of Scotland, Bank of Scotland Private Banking and Bank of Wales. For new mortgage enquiries, further borrowing and product transfers: For commission enquiries and password resets: Unable to do an illustration/application/share dealing etc. All of our lines are closed at weekends and during English Bank Holidays. HBOS INVESTMENT FUND MA 69.163.202.234 The company current operating status is Active with registered address TRINITY ROAD, HALIFAX, WEST YORKSHIRE. Any total deposits you hold above the limit between these brands are unlikely to be covered. 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. For ISAs, OEICs & Bonds online access is 8am to 8pm weekdays. You can continue to use your Online investment as usual. For more information, please talk to your pension schemes risk transfer adviser. To take money out of your investment you can speak to one of our consultants Monday to Friday between 9am and 5pm. 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 - Company Profile - Endole 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. If youd like to close your account, you can do this using our online closure form. Investments enquires | Contact us | Scottish Widows In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. Visit the Bank of Scotland Twitter page. HBOS INVESTMENT FUND MANAGERS LIMITED Company Profile | HALIFAX, United 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. In order to get you to the right team as quickly as possible, please have your policy number ready. For firms declared in default on or after 3 July 2015, the maximum level of compensation is 100% of the claim, with no upper limit. Bank of Scotland | Financial Services Compensation Scheme post any personal details (e.g. If theres a problem, well try and fix it as quickly as possible. We use some essential cookies to make our services work. 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. We use cookies to make our services work and collect analytics information. 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. London KIID Managed Growth Fund 6 (Progressive), Our Fund Range and Investments (PDF, 1.6MB), Share Dealing Account Terms and Conditions, Fund prices investments started in branch before June 2010, Fund prices investments started in branch after June 2010, Financial Services Compensation Scheme page. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your request. The full range of our funds can be found. Hbos Investment Fund Managers Limited: contacts, address, phone Opens in a new browser tab. 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. It may take up to a further 5 working days for you to receive written confirmation. Bank accounts with LBG are those with either Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows Bank or Birmingham Midshires. 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. We'd also like to use analytics cookies so we can understand how you use our services and to make improvements. Send me the survey Cancel Topics. LS1 1NS, Halifax SIPP Administration Team You've rejected analytics cookies. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. 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. Most type of investment business are covered up to a maximum limit of 85,000. 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. It may take up to a further 5 working days for you to receive your payment and written confirmation. Visit the Halifax Facebook page. HBOS INVESTMENT FUND MANAGERS LIMITED currently employs 12 people. Click to reveal 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. Existing online users are able to receive an instant valuation. 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. This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only. Performance & security by Cloudflare. Email address. Hbos Investment Fund Managers Limited email format | Hbos Investment Hbos Investment Fund Managers LTD - datocapital.uk HBOS INVESTMENT FUND MANAGERS LIMITED | LinkedIn EH3 1HL. However, its important to us that we continually challenge ourselves to identify areas where we could improve value for customers.