Opening an iDealing Investment Club Account
iDealing offers online share trading to Investment Clubs based on the same charging structure as individual clients.
Before setting up an Investment Club or opening an account, we would recommend obtaining a copy of the Proshare Investment Club Manual. See the Proshare Investment Club website: http://www.proshareclubs.co.uk for details.
To open an account for an Investment Club, the iDealing Investment Club Representative Agreement (below) should be read and signed by all members of the club, in conjunction with our Terms & Conditions.
Please note that an Investment Club cannot have more than 20 members. Any boxes not completed on the Representative Agreement should be crossed through.
The nominated representative (identified as Representative Number 1 on the Representative Agreement) should then apply online for an account.
The remaining information entered should relate to the representative, apart from the bank account details which should be the bank account in the investment club's own name, to and from which all payments must be made.
Once the details have been submitted, iDealing will send a new account e-mail to the investment club representative's registered e-mail address. Please provide a copy of your club's constitution to iDealing's Freepost address (see: Read More: Contact Us on our website for details) and a cheque for the initial deposit.
To download and print the forms required to open an iDealing Investment Club account, you must have Adobe Acrobat Reader 5.0 or above installed on your computer.
This can be downloaded free from Adobe by clicking on the button below and following the instructions on their web site. Once the download is complete, go to the folder where you have downloaded the file and double click on the icon to install.
Download the investment club representative agreement by clicking on the link below:
Investment club representative agreement.