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Dear Client,

You asked. We listened.

At Barclays Stockbrokers we are committed to listening to feedback from our clients and constantly striving to improve our service to you.

Many of you have recently told us that you wish to be able to purchase 'dual-listed' AIM stocks within your ISA (stocks quoted on the Alternative Investment Market (AIM) that also have a secondary market listing on an exchange that has been approved as a 'Recognised Stock Exchange' by HM Revenue & Customs).  Although dual-listed AIM stocks are permissible investments within an ISA according to HMRC rules, it has been our policy to-date to class such stocks as ineligible ISA investments.

We have now changed that policy. Effective immediately you can purchase AIM stocks with a dual listing on an approved recognised stock exchange within your Investment ISA.

We have identified the most popular dual-listed AIM stocks, including those that you highlighted to us, and have enabled these for investment within ISAs. 

Please bear in mind that:

  • AIM-listed stocks that do not have a dual-listing will continue to be classed as ISA ineligible investments, as per HMRC rules.
  • If a dual-listed AIM stock you hold within your investment ISA has its AIM listing or secondary listing cancelled, the stock would need to be removed from your ISA - in this event your options may include selling the stock, re-registering into your own name or transferring into a non-ISA account.
  • When considering AIM-listed stocks you should also be aware that such companies tend to be smaller and as such the related risks and price volatility can be greater.  Their value can go down as well as up and you may receive back less than you invest.

We are pleased to be able to provide you with this improvement to our service and we hope that it is a change you will welcome.  We also hope that that this demonstrates our ongoing commitment to listen to your feedback, understand what is important to you and make the right changes to improve the service we provide.

To find out more about our Investment ISA, please visit our website.

Kind regards,

Barbara Ann King signature

Barbara Ann King
Head of Investments
Barclays Stockbrokers

 
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Barclays Stockbrokers is the group name for the businesses of: Barclays Stockbrokers Limited, a member of the London Stock Exchange and PLUS. Registered No. 1986161; Barclays Sharedealing, Registered No. 2092410; Barclays Bank Trust Company, Registered No. 920880. All companies are registered in England and the registered address is: 1 Churchill Place, London E14 5HP. All companies are authorised and regulated by the Financial Services Authority.