Telephone Dealing
You can buy and sell shares and funds online in an Investment Account, ISA, JISA or SIPP, with investment into retail bonds, gilts, PIBS and NEX Exchange equities available via telephone.
We recognise that investors will sometimes have more sophisticated order execution requirements; this is particularly true for larger or more difficult orders, which is where our Dealing Team comes in. Located in our London Dealing Room our experienced dealers can finesse your orders in the Market providing feedback as necessary.
Before you call
- Please have your account number ready.
- If buying, please ensure the account is in credit before you call.
- If you're a new client then please register online before calling.
(020) 7149 6660
Open 7.45 - 5.00pm, Mon-Fri, excluding bank holidays and other London Stock Exchange closures.
Telephone Dealing Fees
UK Share Dealing
Overseas Dealing
Bond Dealing
UK Share Dealing
Although we welcome any order, our telephone dealing service is ideally suited to larger or more difficult orders that require a greater degree of finesse than a typical online trade.
Our experienced dealing team has access to all the venues available to our parent Charles Stanley & Co Ltd, to achieve the best possible execution.
This may involve direct negotiation with Market Makers, interacting with order books or other sources of liquidity and where necessary working your order over the business day.
Rates & Charges for UK Share Telephone Dealing - Buying and Selling
Fee Tiers
(Minimum £25 per trade)
| First £10,000 Of Consideration | 0.75% |
| Next £90,000 Of Consideration | 0.25% |
| Balance Of Consideration Over £100,000 | 0.15% |
Foreign Exchange Rates (if applicable)
| Total Transaction Value | Additional Spread |
|---|---|
| £0 - £9,999 | 1.00% |
| £10,000 - £49,999 | 0.75% |
| £50,000 - £499,999 | 0.50% |
| £500,000 - £999,999 | 0.3% |
| £1M+ | 0.15% |
Overseas Dealing
Covering the main European, US, Canadian and Far Eastern Markets we provide you with broad access to the world's leading exchanges. Orders can either be placed at best or with a limit and are accepted during London hours. If the Market concerned is open your order will be placed straight away, if not, we will retain it until the Market opens.
Following the trade we will arrange the necessary foreign exchange at the prevailing market rates less a maximum charge of 1% (please note lower charges are applicable to trades over £10,000, see table below). Your international holdings will appear on your Charles Stanley Direct portfolio alongside your UK holdings. You should note that as orders are executed via Order Books that you may sometimes only achieve partial execution. Please also note that we cannot accept purchases for less than £2,000 in value.
Our Rates & Charges for Overseas Trading - Buying and Selling
Fee Tiers
(Minimum £75 per trade)
| First £10,000 Of Consideration | 1.25% |
| Next £90,000 Of Consideration | 0.375% |
| Balance Of Consideration Over £100,000 | 0.275% |
| Annual Custody Charge | £30 per line of stock |
When selling, the Annual Custody Charge will be levied on a pro rata basis via a deduction on the sale contract note.
Movement Charges
Applied to all movements
(including purchases and sales)
| Euroclear Canada & USA | £20 |
| Other Markets | £50 |
| Physical transfers-in | £50 |
Please note that there may be counterparty or exchange fees levied against your transaction.
Foreign Exchange Rates
| Total Transaction Value | Additional Spread |
|---|---|
| £0 - £9,999 | 1.00% |
| £10,000 - £49,999 | 0.75% |
| £50,000 - £499,999 | 0.50% |
| £500,000 - £999,999 | 0.3% |
| £1M+ | 0.15% |
Bond Dealing
In addition to gilts and PIBs you gain access to a wide range of domestic and international corporate and government bonds. Orders are directed to our bond desk where our dealers interact either with Market Makers or International Banks.
For non-sterling denominated bonds following the transaction we will arrange the necessary foreign exchange at the prevailing market rates less maximum charge of 1% (please note lower rates are applicable to trades over £10,000, our dealers will advise applicable rates at the point of trade). Your bond holdings will appear on your Charles Stanley Direct portfolio alongside your UK holdings.
Our rates & charges for Bond Dealing - Buying and Selling
Fee Tiers - Bonds & PIBS
(Minimum £25 per trade)
| First £10,000 Of Consideration | 0.75% |
| Next £90,000 Of Consideration | 0.25% |
| Balance Of Consideration Over £100,000 | 0.15% |
GILTS
(Minimum of £25 per trade, Maximum of £150 per trade)
| Total Consideration | 0.15% |
Fee Tiers
(Minimum £75 per trade)
| First £10,000 Of Consideration | 1.25% |
| Next £90,000 Of Consideration | 0.375% |
| Balance Of Consideration Over £100,000 | 0.275% |
Movement Charges
Applied to all movements
(including purchases and sales)
| Euroclear Canada & USA | £20 |
| Other Markets | £50 |
| Physical transfers-in | £50 |
| Annual Custody Charge | £30 per line of stock |
When selling, the Annual Custody Charge will be levied on a pro rata basis via a deduction on the sale contract note.