Getting Started

• What type of accounts do you offer? 
• How do I open an account? 
• Do you charge any annual fees? 

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Online Share Dealing & ISAs

• What is a Beaufort Online Share Dealing Account? 
• Do you charge any fees other than £8 commission? 
• How do I open a Beaufort Online Share Dealing or Online Stocks and Shares ISA account? 
• Can I start trading today? 

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Advisory Stockbroking

• How much is your advisory commission? 
• How do I open an account? 
• Do I have to have money on account to trade? 
• Can I access my advisory portfolio online? 

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Stocks & Shares ISA Accounts 

• What is an ISA? 
• Why do you need my National Insurance Number? 
• Can I open an ISA in joint names or for an Investment Club? 

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CFDs

• What is a CFD? 
• What is margin trading? 
• Can I receive dividends with CFDs? 

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SIPPs

• Is a SIPP suitable for me? 
• Who is eligible for a SIPP? 
• Is a SIPP a stakeholder pension? 

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Stockmarket Research

• Do I have to have an account to access your research? 
• Can I view your Small Cap research free? 
• How do I research a stock? 
• How do I get a price? 

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Settlements

• What is ‘Settlement’ all about? 
• How long does a trade take to settle? 
• What is CREST? 
• Do you hold a CREST personal account? 

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Transfers & Deposits

• How do I send you share certificates? 
• How do I transfer shares to you from another broker? 
• Can I hold my existing shares in my account? 

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Dividends & Corporate Actions

• What are Dividends? 
• What are Corporate Actions? 
• How will a Dividend be paid? 
• What types of Dividends are there? 

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Complaints & Account Closures

• How do I complain? 
• How do I close my account? 
• What are your contact details? 

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