Types of accounts

At TAB we offer a multitude of investment accounts. Open multiple accounts from a range of options and effortlessly manage your portfolio online.

If you are opening an account with TAB there are certain anti-money laundering and know your customer identity checks that we require to undertake. Although these checks can sometimes feel burdensome, they are there to ensure that TAB meets the Money Laundering Regulations and associated guidance that all financial institutions are obliged to comply with. 

We are currently only able to receive funds from and send funds to a UK bank account in GBP.

To open an account with TAB you have to be over 18, register and complete your profile. 

Individual investment account 

Open an individual investment account if you are an individual looking to manage their portfolio online. If you would like more information about an individual investment account, please contact our investor relations team here.

Joint investment account

A joint account is a simple way for two people to share access and transact from the same investment account. In order to open a joint account both users must have completed their TAB profile to 100%. If a user is not yet registered they can easily be invited. Interest and capital repayments will be made to the nominated bank account.  Note: your nominated bank account must also be in the joint names of investors. If you would like more information about joint accounts, please contact our investor relations team here.

Corporate accounts

A Corporate account can be opened for a Limited Company or an LLP. In order to open a business account all beneficial owners (partner, director, key shareholder with 25% or more share) must have completed their TAB profile to 100%. If a user is not yet registered they can easily be invited. Interest and capital repayments will be made to the nominated bank account.  Note: your nominated bank account must be your corporate account. If you would like more information about corporate accounts, please contact our investor relations team here.

Trust

If you would like more information on trust accounts, please contact our investor relations team here.

SIPP and SSAS

If you would like to invest as part of a Self Invested Personal Pension (SIPP) or a Small Self Administered Scheme (SSAS), you can do so, please contact our investor relations team here.

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