Execution-only Stockbroking

Through your clients' Synergy policy, with Stocktrade, your clients can: 

  • Invest in quoted shares, goverment and corporate bonds, exchange traded funds (ETFs) and other securities
  • Trade online or over the phone on (01) 6397200 - Trading hours ae 8am to 9pm Monday to Friday (Stocktrade is closed on Saturdays,Sundays and UK bank holidays).

Access to markets will vary depending on local opening hours, for example: Irish stock market trading hours are from 8am to 4.30pm. The US and Canadian markets trading hours are from 2.30pm to 9pm GMT.

When we get your clients' application form, and they've selected execution-only stockbroking:

  • we'll open a policy cash account* within your clients' policy and transfer the money to Stocktrade. 
  • Stocktrade will issue a letter with a dealing code to your clients. When they receive it, they can start dealing. 

Stocktrade's charges are set out in the Self-Directed Options guide.

For more information on their service, see

Stocktrade terms and conditions

Stocktrade services guide

If your clients are currently invested in a Synergy policy and now wish to open an execution-only stockbroking account, they'll need to complete a form Stocktrade requirements to open an account.

If your clients choose to invest in EFTs, they'll need to complete an Appropriateness Assessment form.  

*The policy cash account facilitates the credits and deductions for all Self-Directed Options.  It is a deposit account provided by a third party.  For more information, see the Key Features document on the relevant product page and the Self-Directed Options guide . The interest rate payable on the policy cash account has been 0% AER since 5 August 2015.

 

To view online values of shares, bonds, other secuirities and ETFs bought through Stocktrade, use the link below.