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Important Information

Here are the important documents for the Plan & invest services we offer you:

Our terms

Other important information you need to know

Costs & Charges

Plan & Invest Terms [PDF, 441KB]

Important Information [PDF, 264KB]

If needed, any of these documents can be provided in Braille, large print or audio tape. Please call us on 0333 202 75331 (Monday to Friday 09:00 – 17:00) to request this.

Employee reporting

When you instruct us to provide a compliance report to an employer (or their appointed representative), the information will be transmitted in accordance with the Barclays Privacy Policy, which is updated from time to time and can be accessed here. This information may change from time to time. Information we consider relevant to personal account dealing includes, but isn't limited to, account transactions, holdings and related personal information.

When you ask us to share your investments information with your employer, we will share all accounts under your control. The company may inform Barclays that the account holder has left their employment and Barclays will remove all associated accounts from our reporting process.

We currently have arrangements for Personal Account Dealing reporting to the employers listed. This list may change from time to time and any employer can ask to be removed from the service or Barclays can remove an employer at our discretion. This service is provided at the request and convenience of the employer to support their regulatory and/or policy requirements. You can ask us to contact your employer to be included in our arrangements. This service is used to help fulfil you and your employer's regulatory obligations as a participant in the financial services industry.

If an employer isn’t or is no longer a participant of the service, Barclays won’t provide any reports or data to that employer. Please note that you may still have a requirement to provide this information to your employer and if so account holders can access trade confirmations and statements through My Documents and Messages and forward these to their employer on a self-serve basis.

Site Terms and Conditions

Read our site Terms and Conditions

Your Personal information

For more detailed information on how and why we use your information, including the rights in relation to your personal data, and our legal grounds for using it, please go to page 14 of the Plan & invest terms.

Security notice

A reassurance about security when using our online banking and a reminder of your responsibilities. Read the notice.