Stocks and shares ISA

By holding a Stocks and Shares ISA you can benefit from the Government’s annual ISA allowance. This means that you can hold a range of investments, including Shares, Unit Trusts, Gilts and Bonds in a tax-efficient way.

With low online commission rates and no initial charge on around 2,500 funds, Saga Share Direct, provided by Barclays Stockbrokers Limited, is one of the most competitively priced services in the market.

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Stocks and Shares ISA

Please remember that shares are high-risk investments which means that their value, and the income from them, can fall as well as rise and you may not get back the full amount invested. Saga Share Direct, provided by Barclays Stockbrokers, is unable to offer you advice and this service is not suitable for everyone. If you have any doubt whether it is suitable for you, you should obtain expert financial advice. Available to UK residents aged 50 or over.

Brochures and forms

Below you can find links to important documents relating to Saga Share Direct, provided by Barclays Stockbrokers. Each document is provided in PDF format for you to download. If you are unable to download these documents, or you would like them sent to you in the post, please call 0800 206 1948 and speak to a friendly agent, who will be able to help.

Account Guide and Brochures

A guide to savings and investments

Nominee Account Guide 

Nominee Trading Guide

Nominee Terms & Conditions

Certificated Account Guide

Certificated Terms & Conditions


Account Opening Forms

Stocks & Shares ISA Application Form

Certificated Postal Selling Application Form

Trading Account Application Form

Investment Club Application Form

Direct Debit Form


Account Transfer Forms

Share Dealing Account Transfer Form

Stocks & Shares ISA Transfer Form


Rates and Charges

Rates and Charges

Saga Share Direct is a registered trading name of Acromas Financial Services Limited. Saga Share Direct is provided and operated by Barclays Stockbrokers Limited (BSL), which is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange and PLUS. Barclays Stockbrokers Limited is registered in England (Company No: 1986161). Registered Office: 1 Churchill Place, London, E14 5HP