The Lloyds Banking Group Share ISA (formerly HBOS Share ISA) is managed by:
Halifax Investment Services Limited
BNY Mellon House
Tel: 0870 60 66 417
If you hold your Lloyds Banking Group shares in an ISA managed by another plan manager, please contact them if you have any queries.
If you have recently changed your address details, please complete the Change of Address Form (ISA) and post it to us at the address above.
If you currently have your dividend and associated tax credits paid to you and would like them to be used to buy more shares for your ISA or currently use your dividend and associated tax credit to buy more shares for your ISA and would like to receive an income, please complete the Change of Mandate Form (ISA) and post it to us at the address above.
In the event of your death, your personal representatives must notify the administrators in writing at the address above.
If your plan is in force when you die, its tax exempt status will end on that date but your plan will continue. When we have received evidence of your death which is satisfactory to us and we are asked by your personal representatives or any other person entitled to the shares, we will sell those shares and pay the proceeds (less any charges, fees and other money owed to us and the Revenue) to them by cheque. Until we sell the shares, they will be subject to daily price movements as normal. When we know who your personal representatives are, we will tell them the value of the shares in your plan as at the date of your death.
If you have any further queries, please contact us or see our Frequently Asked Questions.
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