Search found 41 matches

by IR35x
May 21st, 2019, 2:14 pm
Forum: Brokers and Share Dealing
Topic: "Source of wealth information" requested
Replies: 66
Views: 3577

Re: "Source of wealth information" requested

I haven't received a letter telling me I don't need to return the form. In fact my wife got a text from Barclays yesterday reminding her to complete and return the form. I guess those that have been told they don't need to complete the form hold less assets with Barclays than the threshold and the f...
by IR35x
May 9th, 2019, 5:38 pm
Forum: Brokers and Share Dealing
Topic: "Source of wealth information" requested
Replies: 66
Views: 3577

Re: "Source of wealth information" requested

I spoke to Barclays Smart Investor customer services and the guy I spoke to said he thought I needed printouts of all of my contract notes for the last 20 years. I hope he didn't know what he was talking about. I did have a look at my Barclays account to see if I could download the history of transa...
by IR35x
May 9th, 2019, 10:34 am
Forum: Brokers and Share Dealing
Topic: "Source of wealth information" requested
Replies: 66
Views: 3577

Re: "Source of wealth information" requested

We have also received the requests. I spoke to my Barclays account manager and he said that all people with more than a certain amount invested with Smart Investor will get the same request. Other than that he didn't have much advice other than to fill in the form - which is not an easy task.
by IR35x
February 5th, 2018, 1:29 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

I am a Barclays Stockbrokers customer and Barclays bank customer. When I have called Smart Investor I have been asked for my telephone PIN. Needless to say I can't remember what it is as I last used it 10 years ago. They have always asked me some other security questions and all has been fine. As an...
by IR35x
November 10th, 2017, 2:32 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Hanoi

Thanks. Computershare are investigating a solution for me as they seem to think it should be possible. I will await the outcome of the investigation and if they don't have a solution I will give Halifax a call.
by IR35x
November 9th, 2017, 10:26 am
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

I have had a few more conversations with Barclays and they now agree that I have filled in enough forms to get my SIPP transferred to Hargreaves Lansdown. Things were looking really god until I called Hargreaves Lansdown to open a trading account for my Somero and SPSY shares that I have now got in ...
by IR35x
October 19th, 2017, 9:30 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Oops - post duplicated so removed
by IR35x
October 19th, 2017, 9:30 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

More bad news from Barclays I received a letter today saying the shares that were in my SIPP that aren't supported on Smart Investor have been transferred to yet another new account. That means that the transfer that I initiated at the end of July is now invalid so need to start the process over aga...
by IR35x
October 13th, 2017, 1:04 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

The dashboard thing appears in the grey box on the right hand side of the page just above Secure Messages (on the main page after logon). Well actually it doesn't even show for my SIPP - so I assume progress so far isn't big enough to register. I had the dashboards for the 2 trusts that I have trans...
by IR35x
October 13th, 2017, 11:26 am
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Every couple of weeks HL send me a letter saying they haven't heard anything from Barclays about my SIPP. I logged onto my Smart Investor account yesterday and saw the Barclays have suspended my online trading in my SIPP - at least as far as selling goes. There is no longer a SELL button next to the...
by IR35x
September 29th, 2017, 3:59 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

JMN2 Yes you are right they can be downloaded as well. I received a letter from Hargreaves Lansdown about the discharge forms - asking me to fill in and return them which I had already done a few days earlier. They said they had been in contact with Barclays as they hadn't received the forms from Ba...
by IR35x
September 29th, 2017, 1:45 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

I have just received 6 contract notes from my MarketMaster account (or whatever it is called). The contract notes are printed on double sided paper (so 4 pieces of paper) with only the first page showing the account number and the other 6 pages just showing the details of the trade. Really not helpf...
by IR35x
September 27th, 2017, 7:45 am
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Grumpsimus I received one or two of those emails about my Marketmaster account when I requested certificates for SOM and SPSY. The mail also said online trading for the account was suspended. I also called and was told no fees to pay and that online access wasn't suspended and the email was sent in ...
by IR35x
September 26th, 2017, 7:47 am
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Sandy I could log in to my account throughout the whole period but I have more than one account under my login - Marketmaster , SIPP , ISA as well as the 2 settlement/Trust accounts. Up until 21 August I could see all of the trust account holdings and history as if nothing had happened. I am not sur...
by IR35x
September 25th, 2017, 6:58 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

Some progress with my transfers finally.
The second of my trust/settlement accounts finally landed in the Hargreaves Lansdown account today. That makes it 3months since I filled in the transfer forms and one month since Barclays took away access to the account.
by IR35x
September 20th, 2017, 5:42 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

I also got the text message today saying my transfer is taking longer than usual and they are working to complete it in 4 weeks and they wil be in touch on 4 October if there are further delays. They of course haven't said which transfer they refer to : - Transfer out to share certificates of US com...
by IR35x
September 7th, 2017, 5:42 pm
Forum: Brokers and Share Dealing
Topic: Barclays Smart Investor
Replies: 370
Views: 31473

Re: Barclays Smart Investor

They have certainly transformed the customer experience - but perhaps not in the way they claim.
by IR35x
September 5th, 2017, 9:56 am
Forum: Brokers and Share Dealing
Topic: Barclays
Replies: 294
Views: 28711

Re: Barclays

They told me that if they had started processing before the cut off date then it would be fine. By started processing I assume they mean that your account no longer appeared in your list of accounts. One of mine disappeared from my list on 21st of August (or thereabout) and that is supposed to arriv...
by IR35x
September 5th, 2017, 9:17 am
Forum: Brokers and Share Dealing
Topic: Barclays
Replies: 294
Views: 28711

Re: Barclays

I sent in requests to transfer 2 accounts at the beginning of July. One has been transferred. Barclays started transferring the other one on 21 August so they made it before the cut off. I sent a transfer request for my SIPP at the beginning of August when I received the letter about SOM not being s...
by IR35x
August 22nd, 2017, 5:03 pm
Forum: Brokers and Share Dealing
Topic: Barclays
Replies: 294
Views: 28711

Re: Barclays

Well things are getting worse: 1) Despite the assurances that online access to my Marketmaster account wouldn't be removed I can't do any online trades. Quite why it is necessary to suspend online access while they transfer SOM and SPSY into certificates is beyond me - especially as they suspended o...

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