Hello.

Did you know that your clients can now buy shares and ETFs through their pension?

We now offer your clients the opportunity to invest in their own choice of shares or ETFs through
Stocktrade, the execution only division of Brewin Dolphin Limited.

What does Stocktrade do?

Stocktrade offers a phone based dealing service that carries out deals and settles transactions on
an execution only basis.

Why invest in shares and ETFs through a pension?

• Tax relief on contributions
• No Capital Gains Tax on the sale of shares or ETFs
• No income tax liability on dividends
• Investment control

How does it work?

It's easy to get started. Just follow these four steps:

1. 1. Select the execution only stockbroking option on the application form
2. 2. Stocktrade opens an account for your client
3. 3. Stocktrade issues a welcome letter with a dealing code
4. 4. Your client can now start dealing in shares and ETFs

Please note there are new requirements if you have entered into an existing Synergy product* prior to 4 April 2011 and now wish to open an execution only stockbroking account. If you wish to open an account you must complete the Synergy products* Stocktrade requirements to open an account form (SYMLSTOCK V01).

*Excluding Synergy Investment and Synergy Portfolio Bond.

Dealing hours are Monday to Friday from 8am to 4.30pm and the number is (01) 639 7200.

Online values of shares and ETFs bought through Stocktrade can be viewed by clicking on the Brewin Dolphin / Stocktrade link on the top right corner of this page.

Related client documents

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