1. Flexibility. Trade in a way that suits your investment strategy with a wide range of account types – online and telephone trading. 

2. When you invest in the market we hold your assets on your behalf

3. View and administer your account online or by telephone. 

4. Get up-to-date regular statements, portfolio valuations and contract notes when you place a trade. 

5. Real time information when market events happen such as rights issues or other corporate actions. 

6. Barclays Stockbrokers Price Improver® provides you with an improved price on the majority of trades, giving you the best available price every time you deal. 

7. Competitive pricing with fast and transparent execution. 

8. An extensive range of investment products including: UK and international shares, gilts and bonds, iShares and other Exchange Traded Funds (ETFs), Exchange Traded Commodities (ETCs), Funds, Covered Warrants, Turbos and Barclays Stockbrokers Structured Products, remember not all of these products may be suitable, if unsure you should seek independent financial advice. 

9. Powerful tools such as basic and advanced order types, access to live market news, technical analysis, stock recommendations and educational centres to help you with your investment planning. 

10. Exclusive Barclays Wealth research and investment content including Barclays Wealth Signpost, Investment ViewPoint and Smart Investor magazine and emails. 

11. Reward based pricing. Link other accounts to your MarketMaster® and increase your trade count so you reach lower dealing rates faster. This includes family members, spouse or other trading accounts such as our Investment ISA. 

12. Service packages to suit your investment needs and trading behaviour
Potential to take your investing to the next level with BARXdirect professional level trading tools and the opportunity to invest in a broad range of higher risk investment products.

1. Many fees and charges involved (including inactivity charges)

2. Minimum cash withdrawal is $1,000 or equivalent

3. Some information not easy to gain from website

Gilts and Bonds, ETCs and ETFs, Funds, Unit Tursts, CFDs, Spread Betting, Options and Futures (through Financial Spread Trading account), Forex.

 

Admin Charges

$2,501 - $20,000  $65

Over $20,000        $75

 

Non-IRS Foreign Securities (telephone dealing only)

Deal value

First $10,000    1.75%

Next $10,000   1.125%

Next $20,000   0.50%
Next $60,000   0.40%

Thereafter         0.30%

Minimum          $45 (US) $100(non-US)

 

Automatic Dividend Reinvestment

Automatic dividend reinvestment purchases are charged at a flat rate commission of 1.0%(minimum $1, maximum $7.50).

 

Taxes & Levies
Stamp duty or stamp duty reserve tax (SDRT) on all UK equity purchases is payable at the prevailing rate at the time of dealing. The current rates are

0.5% SDRT on all UK equity purchases settled through CREST, rounded up to the nearest 1p

0.5% stamp duty on all UK equity purchases not settled through CREST, rounded up to the nearest $5

Stamp duty on Irish registered stock is currently charged at 1%

 

The Panel of Takeovers and Mergers currently levy $1 on all UK equity transactions of

$10,000 and over.

 

Inactivity Charges DO APPLY.

Cash Management

Cash withdrawal   FREE

Wire charge   $20 + VAT

 

Late Settlement

Returned cheque fee/unpaid direct debit   $15 + VAT

Late settlement administration charge       $40 + VAT per overdue deal

Referral to Debt Recovery Department    $25 (additional 8% if referred to an outside agency - minimum $15) + VAT
Debit Interest   Barclays base rate + 3.5%

 

General Administration

Ad hoc statement or valuation Free Copy of consolidated tax certificate   $17.50 + VAT (if requested after 3 months of sending the original) Duplicate contract note Free, if requested within 6 months since deal £10 + VAT, if requested more than 6 months since deal

Copy of tape recording/telephone, $20 + VAT conversation transcript in case of complaint (if Barclays Stockbrokers is not at fault),

 

Valuation for Probate: 

*First $100,000 – 0.15% of the value

*Next $100,000 – 0.10% of the value

*Excess over $200,000 – 0.05% of the value

*Minimum Fee $50 per valuation.

*Minimum charge per holding of $5

 

For portfolios with more than 12 holdings - $3 per holding for each additional holding

All requests are subject to VAT.

 

ONLINE COMMISSION PER TRADE

All investment types except non-IRS foreign securities, unit trusts and OEICs.

 

Deals Per Month  Commission

1 –14                      $12.95

15 - 24                    $9.95

25 and above          $6.95

 

TELEPHONE COMMISSION PER TRADE

All investment types except non-IRS foreign securities, unit trusts and OEICs.

 

Deal value          Commission

$0 - $500             $17.50

$501 - $1,500      $35

$1,501 - $2,500   $50

Quote & Deal

At Best Orders

Limit Orders

Stop Orders

Trailing Stop Orders

Share Trading Account

Investment Research

Provision Unit

Trust Dealing

Bond Dealing

ISA's

Gilts

SIPP Accounts

CFD Trading

1. Markets & Trading

2. A Market Insight demo for those interested in how markets work

3. Cotter’s Corner - Associate Director John Cotter explains how to use tools and research on the website

4. Investor Guides – guides on useful topics produced by Barclays in-house experts - Online seminars on a range of topics including structured products, ISAs, Funds and more.

1. Markets & Trading

2. A Market Insight demo for those interested in how markets work

3. Cotter’s Corner - Associate Director John Cotter explains how to use tools and research on the website

4. Investor Guides – guides on useful topics produced by Barclays in-house experts - Online seminars on a range of topics including structured products, ISAs, Funds and more.