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. Will His AI Plans Be Any Different? telephone number or email address) Click to reveal Address: Trinity Road Halifax West Yorkshire, HX1 2RG, UNITED KINGDOM. Please ensure you include: Instant automatic valuations are available through our automated service. We may record and monitor calls to help us improve our service. 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. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Details of how to contact the Ombudsman are below: The Financial Ombudsman Service 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. 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. Workplace Pensions, Scottish Widows,PO Box 24171, 69 Morrison Street, Edinburgh, EH3 1HL. Please read the Key Investor Information Document (KIID) for your chosen fund prior to requesting to change funds. If you have any questions on what is needed, please call 0345 300 2244 for OEICs & ISAs or 0345 366 7725 for Bonds & Endowments. When calling us please make sure you have your investment account number to hand. Both companies are part of the same group as the Halifax. Jan 2018 - Sep 20213 years 9 months. Were experiencing high call volumes. 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: Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). Any total deposits you hold above the limit between these brands are unlikely to be covered. 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. 69 Morrison Street General enquiries: 0345 835 5726 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. This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only. 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. How FSCS protects your money(PDF, 868KB). You've rejected analytics cookies. Email: . Company number 00941082. Find out more about cookies. For further information about the compensation provided by the FSCS, refer to the FSCS website atwww.fscs.org.uk/. Gavin Macneill Stewart (born on Dec 29, 1959), 40 companies. If this applies, we will confirm what additional information you need to provide. Your IP: 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. Opens in a new browser tab. 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. 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. Firm Name: HBOS International Investment Funds ICVC. Log in FAQ's; . 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 Edward Clatworthy (born on Jun 7, 1967), 37 companies. 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. how you would like us to reply and your contact details (e.g. Cheques should be made payable to either Scottish Widows Unit Trust Managers Ltd or HBOS Investment Fund Managers Ltd depending on who your account is held with. 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. Excludes UK Bank Holidays. . Telephone: 0207 183 0314, 0131 510 0902, +1 646 921 7241. HBOS INVESTMENT FUND MANAGERS LIMITED - Free company information from Companies House including registered office address, filing history, accounts, annual return, officers, charges, business activity . 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. Tax treatment depends on personal circumstances and may be subject to change. In addition, the Supplementary Investor Information Document (SIID) is designed to be read alongside the relevant KIID. Once we have all the information needed, your withdrawal request will be processed on the day of receipt. Please note that timescales may vary for structured maturity products and payments to non-UK bank accounts. 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. You can change your cookie settings at any time. 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. 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. For further information about the compensation provided by the FSCS, refer to the FSCS website atwww.fscs.org.uk/. 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. Registered in England and Wales no. M5 3EE. For ISAs, OEICs & Bonds online access is 8am to 8pm weekdays. Available Monday Friday 8am to 5pm, General Enquiries 0330 123 3269 You can continue to use your Online investment as usual. For ISAs, OEICs & Bonds online access is 8am to 8pm weekdays. Acquirer. The company current operating status is Active with registered address TRINITY ROAD, HALIFAX, WEST YORKSHIRE. 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. Please use our online services wherever possible to help us keep our phone service free for our most vulnerable customers. 03 Nov 2000, 22 May 1984 - 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. 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. 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 your question is account specific youll need to sign in first. 22 May 1984. Customers with non LBG accounts: Please write to us with your request. If you have a complaint about our service which were not able to resolve for you ourselves, you can ask the Ombudsman to look at your case for free. Primary Industry. Please be aware that calls to any of the numbers are monitored and recorded for training and regulatory purposes. 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. 9.00am to 5.00pm Monday to Friday. If your account has more than 250 worth of investments or cash, you can sign in to sell and withdraw the money. 24 May 1990, 24 Oct 1968 - Watch Vonn and Sinner as they explore the dedication and work required to become the best. See information on how to start working with us agency set up, registering for online services and how to quote and apply. We are continuing to improve the service we deliver to our customers and improve our online functionality. Trinity Road, Halifax, West Yorkshire, HX1 2RG. In order to meet Anti Money Laundering requirements we may need documentary evidence to complete your transaction. To change investments funds you can speak to one of our consultants Monday to Friday between 9am and 5pm. The full range of our funds can be found. Halifax Share Dealing Limited. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. Heres a list of our most commonly asked questions. Firm Reference Number: 192656. This website is using a security service to protect itself from online attacks. We use cookies to make our services work and collect analytics information. FSCS can only pay compensation for financial loss and there are limits to the amounts of compensation the FSCS can pay. . 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. If you wish to get details of your account you can do so by signing in to Halifax Online Banking. 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. 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. 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. Cloudflare Ray ID: 7a2da271efd4ef4b This site is intended for UK authorised & regulated financial advisers only. 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 Financial Services Follow View all 3 employees EH3 1HL. 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. Let Offset make your clients' money work harder for them. The action you just performed triggered the security solution. Autell Security 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. If yes, please sign and complete either the Scottish Widows Unit Trust Managers declaration form or the HBOS Investment Fund Managers declaration form depending on which provider your account is held with. 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. Once we have all the information needed, your top up request can take up to 5 working days to be processed. Authorised and regulated by the Financial Conduct Authority under registration number 183332. Use fund name, code or other filters to find the fund you need. 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. You can also visit ourFinancial Services Compensation Scheme pagefor more details. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. 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. in the spirit of encouraging (The film was produced in part by StarWing Sports Management, which represents Sinner. 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 Find out how to get in touch with our media team. 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. 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. 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? post any personal details (e.g. Bank accounts with LBG are those with either Lloyds Bank, Halifax, Bank of Scotland, Scottish Widows Bank or Birmingham Midshires. Next accounts made up to 31 December 2023 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. HBOS INVESTMENT FUND MANAGERS LIMITED | 11 followers on LinkedIn. If you would like to change your investment fund(s) by writing to us, pleased download, complete and return the relevant declaration and switch forms. hbos investment fund managers limited email address. If you wish to put money into your OEIC, for Scottish Widows investments please complete the Scottish Widows Unit Trust Managers declaration form or the HBOS Investment Fund Managers declaration form if your investment is with the Halifax. 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. Acquired/Merged. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Our phone lines are open to support you and your clients, and all of our processes are fully operational. HBOS Investment Fund Managers Limited. Most type of investment business are covered up to a maximum limit of 85,000. During a US Bank Holiday we will be open 8am-6pm, Monday Friday. If you are not registered, please request access. Existing online users are able to amend their address online. Corporate Backed or Acquired. The Company manages mutual funds for its clients, as well as invests in the public equity and fixed income markets. This has been capped to a maximum of 36. You may want to take a look at our latest update on the volatile market situation. Visit the Halifax Facebook page. 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. PO Box 24171 There are 3 ways to get in touch. HBOS Investment Fund Managers Limited, registered in England number 941082. If you would prefer to call us, please choose from the following options. For more information, please talk to your pension schemes risk transfer adviser. It may take up to 5 working days for you to receive your payment and written confirmation. 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. Video Hbos Investment Fund Managers Limited. Use the PitchBook Platform to explore the full profile. Visit the Halifax Twitter page. scottishwidows.co.uk uses cookies to help make using our website easier. Please read the Key Investor Information Document (KIID) for your chosen fund prior to investing. Please include your name, address and account details in all letters so we can locate your account. . Legacy Protection Plans (taken out before 2015). Email address. Once we have all the information needed, your valuation request can take up to 5 working days to be processed. Payments made by cheque may take up to an additional 2 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 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. 31 December 2022, Next statement date 17 April 2023 For new mortgage enquiries, further borrowing and product transfers: For commission enquiries and password resets: Unable to do an illustration/application/share dealing etc. Additionally, you can contact us in writing at, Scottish Widows Limited Please include the change of investment funds you would like to make and the amount being switched. The pressure to perform and remain at the top once you're there? HBOS Investment Fund Managers Limited operates as a privately owned investment manager. You can find more information about Forester Lifes Child Trust Fund product on their websitewww.foresters.com. When calling us please make sure you have your account number to hand. To take money out of your investment you can speak to one of our consultants Monday to Friday between 9am and 5pm. LS1 1NS, Halifax SIPP Administration Team HBOS INVESTMENT FUND MANAGERS LIMITED 00941082, Halifax , Great Britain. Excludes UK Bank Holidays. 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. 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. AeroLeads Email Finder is used by hundreds of businesses, online marketers, sales teams, recruiters to find business details and b2b data. Thats exactly what professional tennis player Jannik Sinner had in mind when he met up with Lindsey Vonn, US Olympic Champion and one of the best alpine ski racers of all time. Tracey Caroline Nicholls (born on Sep 11, 1972), 31 companies. You can sign in to online share dealing to view your account. For example, to meet Anti Money Laundering requirements we may need documentary evidence to complete your withdrawal. EDINBURGH Together, they summarise important information about the Scottish Widows OEIC and ISA funds that are currently available for you to invest in. Contact Information. Performance & security by Cloudflare. For full details of the charges that apply to your Online investment account please refer to Our Fund Range and Investments document above. If you have an OEIC or ISA please call: 0345 300 2244. 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. You can either give us a call, complete an online enquiry form, or contact us in writing. E14 9SR. You can contact our web support team, but many issues can be solved by our online help centre. You can contact us using our online enquiry form. Filing history. If you have an OEIC or ISA please call 0345 300 2244. (Asset Servicing, Unit Linked fund NAV's, Collateral Management and SIPP Platform . Existing online users are able to receive an instant valuation. Visit the Halifax Youtube channel. These documents include all the important information about your childs Junior Stocks & Shares ISA: To make any changes to your childs investment, or just check to see how its performing, you can sign in to the Halifax Share Dealing online service at any time. Opens in a new browser window. 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. In order to get you to the right team as quickly as possible, please have your policy number ready. 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. Ownership Status. 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. Send me the survey Cancel Topics. 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. 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 Ltd. Trinity Road, Halifax, HX1 2RG. In order to process some requests we may need additional information. LinkedIn AeroLeads Email Finder chrome plugin, search our Database of 650 million employees, linkedin.com/company/hbos-investment-fund-managers-limited, General Data Protection Regulation (GDPR), You can find the person on LinkedIn if we don't have their information. Eligibleinvestments with us are protected by the Financial Services Compensation Scheme (FSCS). HBOS Investment Fund Managers serves customers worldwide. Please make sure you have your account number to hand. If you are not registered, please request access. 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. Fund price information and Fund Factsheets are available via the links below. Search Entity Overview Registration Authority Entity Legal Form Legal Form Code H0PO LEI Registration Entity Relationship Visit ourunderwritingevidence requirements, medical and financial limits and FAQs. 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. 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 - EH3 1HL. Maximum FSCS compensation limits are per person (per provider firm and per category of claim). If you have closed your account and want to find out the details you can contact us. 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 .
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