Skip to main content

Important Information

This is where you’ll find all the essential information regarding your account, such as terms and conditions, all the costs and investment risk warnings. Click on the links below to take you to the relevant page.

Important Information

Nominee and Shares ISA terms and conditions

Certificated Dealing Account terms and conditions

Investment risk warnings

Best execution policy

Provider privacy policy

Fees and charges

Financial Services Compensation Scheme

Shares are high-risk investments. Share prices and the income from them can fall as well as rise and you may not get back the full amount invested. Saga Share Direct doesn’t offer advice, so if you’re unsure whether handling your own investments is suitable for you, please consult a financial adviser.

About Saga Share Direct and its provider  

Saga Share Direct is a registered trading name of Saga Personal Finance Limited. Saga Share Direct is provided and operated by Equiniti Financial Services Limited whose registered office is Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA. Equiniti Financial Services Limited is part of the Equiniti Group. Equiniti Financial Services Limited is registered in England and Wales with No. 6208699 and is authorised and regulated by the Financial Conduct Authority. Equiniti Financial Services Limited is a member firm of the London Stock Exchange.

Saga Personal Finance Limited is a registered trading name of Saga Personal Finance Limited, which is registered in England and Wales (Company No. 3023493). Registered office: Enbrook Park, Sandgate, Folkestone, Kent CT20 3SE. Saga Personal Finance Limited is authorised and regulated by the Financial Conduct Authority.

Saga’s Possibilities membership programme is not a regulated product.