Payments made by cheque may take up to an additional 2 working days. For more information about the funds and past performance visit our Online Investments page. Acquired/Merged. Together, they summarise important information about the Scottish Widows OEIC and ISA funds that are currently available for you to invest in. In order to process some requests we may need additional information. Manchester Visit the Halifax Facebook page. Information on acquisition, funding, investors, and executives for HBOS Investment Fund Managers (Child Trust Fund Business). EH3 1HL. Please ensure you include: To amend your personal details you can speak to one of our consultants Monday to Friday between 9am and 5pm. You can find important information and documentation about your investment, such as Annual and Interim Reports, Key Investor Information Documents (KIIDs), Supplementary Investor Information Documents (SIIDs) and Prospectuses, on the Scottish Widows website. Overview. Opens in a new browser tab. More. You can use our enquiry form to change your personal details. Both companies are part of the same group as the Halifax. 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. Heres a list of our most commonly asked questions. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. You can contact us using our online enquiry form. When topping up your investment you need to choose the fund you would like to invest in. When calling us please make sure you have your investment account number to hand. 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. HBOS INVESTMENT FUND MANAGERS LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity Find out more about cookies. Available Monday Friday 9am to 5pm. 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. During a US Bank Holiday we will be open 8am-6pm, Monday Friday. 4 Exchange Quay Overseeing and shaping the delivery of Investment Operations & administration services to internal lines of business as well as 3rd party clients. Watch Vonn and Sinner as they explore the dedication and work required to become the best. in the spirit of encouraging Opens in a new browser tab. How do I retrieve my illustration/application? 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. James Masson Black (born on Jul 2, 1964), 32 companies. Visit the Bank of Scotland Facebook page. Available Monday Friday, 8am to 5pm. As well as protection for bank accounts and savings the scheme also provides protection in the event a PRA or FCA authorised company cannot meet claims made against it in relation to investment and long-term insurance products. See how you structure conversations about protection. Boss Security (Uk) Ltd. 30 Nesfield Street, Bradford, BD1 3ET. Click here to search emails of all employees working at Hbos Investment Fund Managers Limited. Our team provides a 24 hour service to accredited journalists, who can call or email us: For product related queries including new quotes/illustrations please contact the relevant product area. Please note, that were not currently accepting new applications for our Junior Stocks & Shares ISA. Fund price information and Fund Factsheets are available via the links below. Visit the Halifax Twitter page. If you are not a financial adviser or intermediary, pleasevisit our personal site. During a UK Bank Holiday we will be open 2pm-9pm, Monday Friday, for the US Markets. We are continuing to improve the service we deliver to our customers and improve our online functionality. 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. Gavin Macneill Stewart (born on Dec 29, 1959), 40 companies. For Investment and Long-term insurances claims, customers would be covered per person, per separately authorised institution so you can make multiple claims one per product category per each PRA or FCA authorised institution which is a member of the scheme. . Find out more about cookies. If this applies we will get in touch to confirm what you need to provide, so please make sure to include a daytime contact number and / or email address. 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. Secondary Navigation 'Factsheets, price & performance' links to /content/scottish-widows/extranet/en-gb/funds/prices-factsheets-and-performance, Secondary Navigation 'Fund Reporting Hub ' links to /content/scottish-widows/extranet/en-gb/funds/fund-reporting-hub, Secondary Navigation 'Investment Perspectives' links to /content/scottish-widows/extranet/en-gb/expertise/investment-perspectives, Secondary Navigation 'Responsible Investment' links to /content/scottish-widows/extranet/en-gb/funds/responsible-investment-and-stewardship-framework, Secondary Navigation 'Annuities' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/annuities#search, Secondary Navigation 'Funds' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/funds#search, Secondary Navigation 'Individual Pensions - Scottish Widows' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/individualpensions#search, Secondary Navigation 'Investments' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/investments#search, Secondary Navigation 'Mortgages' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/mortgages#search, Secondary Navigation 'Protection' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/protection#search, Secondary Navigation 'Retirement Account' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/retirementaccountinformation#search, Secondary Navigation 'Savings' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/savings#search, Secondary Navigation 'Trusts' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/trusts#search, Secondary Navigation 'Workplace Savings' links to /content/scottish-widows/extranet/en-gb/literature-library?filter=swe:literaturelibrary/category/workplacesaving#search, Secondary Navigation 'Paraplanner' links to /content/scottish-widows/extranet/en-gb/expertise/paraplanner, Secondary Navigation 'Individual Retirement Centre' links to /content/scottish-widows/extranet/en-gb/expertise/individual-retirement-centre, Secondary Navigation 'Protection Centre' links to /content/scottish-widows/extranet/en-gb/expertise/protection-centre, Secondary Navigation 'Workplace Savings Centre' links to /content/scottish-widows/extranet/en-gb/expertise/workplace-savings-centre, Secondary Navigation 'TechTalk' links to /content/scottish-widows/extranet/en-gb/expertise/techtalk, Secondary Navigation 'CPD' links to /content/scottish-widows/extranet/en-gb/expertise/professional-development, Secondary Navigation 'Knowledge library' links to /content/scottish-widows/extranet/en-gb/expertise/knowledge-centre. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. 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. 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. Additionally, you can contact us in writing at, Scottish Widows Limited 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. We may record and monitor calls to help us improve our service. These are some of the changes we have made to our funds: Please call us on 0345 300 2244 if you have any questions about the report. Have you invested into your investment ISA since the beginning of the previous tax year? Go ahead and try us for free! Contact Information. Available Monday Friday, 8am to 9pm. Hbos Investment Fund Managers Limited has been running for 54 years. 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. 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. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. 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 Financial Services Follow View all 3 employees Report this company About us Industries Financial Services Company size 11-50 employees Headquarters Halifax . It may take up to a further 5 working days for you to receive confirmation. You've rejected analytics cookies. FSCS can only pay compensation for financial loss and there are limits to the amounts of compensation the FSCS can pay. Halifax is no longer a provider of Child Trust Fund plans. Opens in a new browser tab. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. 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 what percent of texas is christian; Blog Details Title ; By | June 29, 2022. hbos . Available Monday Friday 8am to 5pm, General Enquiries 0330 123 3269 You can change your cookie settings at any time. Ownership Status. 03 Mar 2008, EQUITABLE INVESTMENT FUND MANAGERS LIMITED, 03 Nov 2000 - For Mortgage Intermediaries please contact Scottish Widows Bank. You can continue to use your Online investment as usual. You've accepted analytics cookies. 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. hbos investment fund managers limited email address. Is this your business? 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. Primary Industry. Were experiencing high call volumes. We use some essential cookies to make our services work. Scottish Widows Limited 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. EH3 1HL. . Please note that timescales may vary for structured maturity products and payments to non-UK bank accounts. Let Offset make your clients' money work harder for them. To take money out of your investment you can speak to one of our consultants Monday to Friday between 9am and 5pm. When calling us please make sure you have your account number to hand. Install. How FSCS protects your money(PDF, 868KB). 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. This has been capped to a maximum of 36. 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. Halifax Share Dealing Limited. Will Others Follow? 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. Customers with non LBG accounts: Please write to us with your request. 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. Please note, all calls may be monitored or recorded and lines are open Mon-Fri 8am-6pm. The pressure to perform and remain at the top once you're there? 06. believe it or not, there are more fund managers called dave, than there are female fund managers. Tracey Caroline Nicholls (born on Sep 11, 1972), 31 companies. Opens in a new browser window. In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. If you have closed your account and want to find out the details you can contact us. Send me the survey Cancel Topics. 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. 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 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. If youre not sure about investing, seek financial advice. Operating in the finance and insurance sector they have a registered office located in WEST YORKSHIRE. See information on how to start working with us agency set up, registering for online services and how to quote and apply. If your account has more than 250 worth of investments or cash, you can sign in to sell and withdraw the money. If this applies, we will confirm what additional information you need to provide. 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. Total Employee Count Total employees 12 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. Opens in a new browser tab. If youd like to close your account, you can do this using our online closure form. In order to get you to the right team as quickly as possible, please have your policy number ready. When contacting us in writing, please ensure you include: Customer requests are typically processed within 5 working days. If you have a Bond or Endowment please call: 0345 366 7725. Please use our online services wherever possible to help us keep our phone service free for our most vulnerable customers. Free business summary YouControl GBUnited Kingdom Standard search UAUkraine GBUnited Kingdom CYCyprus RURussia Search in EBR registry (by company name only): ATAustria EEEstonia FIFinland FRFrance DEGermany GIGibraltar GGGuernsey IEIreland ITItaly JEJersey LVLatvia G-Learning Ltd. 288 Oxford Road, Cleckheaton, BD19 4PY. HBOS Investment Fund Managers Limited. If you would like to transfer money in to your childs Junior ISA from another Junior ISA, simply complete and return the transfer form below: If you wish to view the past performance of the fund held in this Junior ISA you can do so by visiting the Scottish Widows website. Registered in England and Wales no. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. There are also ongoing fund charges which can be found in the Our Fund Range and Investments document above. 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. If you are not registered, please request access. Payments made by cheque may take up to an additional 2 working days. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your transaction. If you hold a ShareBuilder, all the documents you need are below. HBOS INVESTMENT FUND MANAGERS LIMITED were incorporated in 1968 under the registration number 00941082. PO Box 24171 69 Morrison Street EDINBURGH EH3 1HL To allow us to deal promptly with your request, please ensure you include: your account, plan or policy number your full name your address how you would like us to reply and your contact details (e.g. HBOS INVESTMENT FUND MA EDINBURGH Please read the Key Investor Information Document (KIID) for your chosen fund prior to requesting to change funds. 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 - Use the PitchBook Platform to explore the full profile. I cannot find a piece of literature on the site. Lovell Park Road Close. Benefits; Births, death, marriages and care . 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. Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). You can also refer to our FSCS Information Sheet(PDF, 50KB)for more details. Have you ever wondered about the number of sacrifices a winning athlete has to make? If you have a question about an existing scheme, please email or call our dedicated Pension Support team. You can contact our web support team, but many issues can be solved by our online help centre. To accept or reject analytics cookies, turn on JavaScript in your browser settings and reload this page. The action you just performed triggered the security solution. This website is using a security service to protect itself from online attacks. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Once we have all the information needed, your valuation request can take up to 5 working days to be processed. Click to reveal Find out more about your Personal Investment Plan (PIP), from how it works and your investment options, through to making a withdrawal. You are happy to close all share dealing accounts under your Personal Reference Number (PRN) this excludes any JISA and SIPP accounts. 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.