| Investment Type |
Objective |
Permitted Account |
Trading Methods |
Stamp Duty |
Maximum Loss |
Risk Warning |
| Savings |
Security and interest payment |
Trading & Trading Plus |
Online* and telephone |
No |
Secure |
|
| Fixed Interest Bonds & Gilts |
Rising bond markets, fixed interest payments |
Trading, Trading Plus, Trading ISA, SIPP |
Telephone |
No |
Initial Investment |
|
| Investment Trusts, Unit Trusts & OEICs (Open Ended Investment Companies)* |
Rising investment prices, income from dividends |
Trading, Trading Plus, Trading ISA, SIPP |
Online* and telephone |
Yes |
Initial Investment |
|
| Real Estate Investment Trusts (REITs) |
Rising investment prices, income from dividends |
Trading, Trading Plus, Trading ISA, SIPP |
Online* and telephone |
Yes |
Initial Investment |
|
| Exchange Traded Funds (ETFs) |
Rising index or sector prices |
Trading, Trading Plus, Trading ISA, SIPP |
Online* and telephone |
No |
Initial Investment |
|
| UK Stocks* |
Rising share prices or dividends |
Trading, Trading Plus, Certificated, Trading ISA, SIPP |
Online* and telephone |
Yes |
Initial Investment |
|
| International Stocks* |
Rising share prices or dividends |
Trading Plus, Trading ISA, SIPP |
Online* and telephone |
No |
Initial Investment |
|
| Company Warrants |
Rising or falling prices of the underlying investment |
Trading Plus, SIPP |
Online* and telephone |
No |
Initial Investment |
Company warrants are not suitable for all investors. They can be volatile investments and can expire worthless. You should not deal in warrants unless you understand their nature and your exposure to risk. |
| Covered Warrants |
Rising or falling prices of the underlying investment |
Trading Plus, SIPP |
Online* and telephone |
No |
Initial Investment |
Covered warrants are not suitable for all investors. They can be volatile investments and can expire worthless. You should not deal in warrants unless you understand their nature and your exposure to risk. |
| Contracts for Difference |
Rising or falling prices of the underlying investment |
CFDs Trading Account |
Online and telephone |
No |
Unlimited |
Fluctuations in the value of the underlying investment quickly lead to profits or losses, which can exceed the initial deposit, therefore ensure that you understand the risks involved and seek independent advice if necessary. CFD trading is not suitable for all customers. |
| Financial Spread Betting |
Rising or falling prices of the underlying investment |
Financial Spread Betting Account |
Online and telephone |
No |
Unlimited |
Fluctuations in the value of the underlying investment quickly lead to profits or losses, which can exceed the initial deposit, therefore ensure that you understand the risks involved and seek independent advice if necessary. Financial Spread Betting is not suitable for all customers. |
