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Personal Trading Level

React to rapidly changing market conditions immediately without loss of opportunity by using our Personal Trading Level (PTL).

What is Personal Trading Level?

By holding your stock and cash with us in our Nominee and Cash Management facilities we can use these values to calculate and offer you a Personal Trading Level.

The Personal Trading Level is not a credit facility and cleared funds are still required when settlement is due.

Under current HMRC (Her Majesty's Revenue and Customs) rules ISA and SIPP accounts must have cash up front to pay for trades.

How is the Personal Trading Level Calculated?

The Personal Trading Level is calculated on the value of the cash held in your Cash Management Service Account plus the value and quality of the stock held in your Nominee Account, less the value of any open positions you may have. When making a purchase this is then automatically adjusted according to the specific stock being purchased. This will be shown on your quotation as the amount available to spend in that specific stock.

Need Help

Call our Customer Services team on 0870 7071606

The value of your investments can go down as well as up. You may not get back all the funds you invest.

† The tax treatment of this product depends on the individual circumstances of each client and may be subject to change in the future.

Share prices can go down as well as up, which may result in you not receiving back the full amount invested.

Computershare Brokerage services provided by TD Direct Investing (Europe) Limited, a Subsidiary of The Toronto-Dominion Bank. Authorised and regulated by the Financial Services Authority and a member of the London Stock Exchange. Not intended for distribution in the United States or for use by US persons, whether individuals or legal entities. Licensed by FTSE International to distribute delayed and end-of-day index values data. NYSE Exchange - As your agreement for the receipt and use of market data provides, the securities market

  1. reserve all rights to the market data they make available;
  2. do not guarantee that data;
  3. and shall not be liable for any loss due either to their negligence or to any cause beyond their reasonable control.