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Joining the Frequent Trader Service

Step 1 - Read our literature

Please ensure you have read our Terms of Business and the Frequent Trader Charges Schedule (please right click and use the 'save as' function to save a copy to your computer). Please contact us if there is anything you don't understand.

Step 2 - Complete the application form

Step 3 - Do you need an ISA?

If you want to open a new ISA or transfer an existing ISA to our Frequent Trader Service, please print out and complete the ISA Application form below. Please also send in an ISA Transfer Authority for each existing ISA you wish to transfer. For ISA transfers it is important that you are aware of the additional risk warnings below.

Step 4 - Do you want to transfer investments onto the platform?

If you want transfer existing investments onto the Frequent Trader platform please complete the appropriate transfer form below (see above for ISA transfers).

Step 5 - Do you need access to Complex Financial Instruments?

Suitably knowledgeable and experienced investors can gain access to Complex Financial Instruments by completing an appropriateness assessment (see the Complex Financial Instruments Assessment Form below). As part of this process, it is important that you read the relevant Information Sheets and additional risk warnings below. Please contact us if there is anything you do not understand.

Step 6 - Do you want to trade in US stocks?

In order to trade in US stocks, you must complete an up-to-date W-8BEN form.

Step 7 - Provide Clubfinance with the required identification documents

As part of our compliance with anti-money laundering requirements, we must verify your identity. The identification documents we can accept are set out in the pdf below. Please note, for existing Clubfinance customers who have previously sent in identification documents, we just require the document to support your Nominated Bank Account for the Frequent Trader Service.

Step 8 - Send in your completed forms to Clubfinance

All forms should be sent to:

Frequent Trader
Clubfinance Ltd
P.O. Box 1036
Hemel Hempstead
Hertfordshire
HP1 2WU

Important Information

Clubfinance Ltd is authorised and regulated by the Financial Conduct Authority (firm reference no. 400139). Clubfinance offers an execution-only discount broker service; Clubfinance does not give advice or recommendations. If you have any doubt about the suitability of a particular product or service, or you require advice, you should seek a personal recommendation from an appropriate firm that does give advice. Clubfinance does not produce the products it arranges, or manage the underlying investments. Payments must not be made to Clubfinance, but to the relevant product provider. Contact details for Clubfinance can be found under 'contact'. Users of this website should be aware of the following:

The information on this website is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes and is governed by our terms and conditions of website usage, please click here for details. It is not for distribution in any other jurisdiction, including the United States of America.

Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.

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