Important Information about Plan & Invest

When you instruct us to provide compliance reporting 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 found on our privacy and data protection page. 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.